Senior IFA Administrator

• Senior IFA Administrator


• Boutique business linked to accountancy practice


• City of London offices – Near Bank tube station


• Up to £40k basic salary


• 3 days in the office per week after training and onboarding

My client is a boutique wealth planning business but forms part of a large accountancy firm with offices in the City of London. The business has been operating for many years with an award winning setup. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators from the creatives industries. Many of their clients fall into the HNW category with over £1m of assets to invest. This financial planning arm of the business has 8 established advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients.

A vacancy has come available for a Senior Financial Administrator who can work very closely with the Advisers in the London office in a pod structure. You will be doing end to end administration for two advisers and be the main point of contact for their clients. You will be involved in client servicing, onboarding new business, annual reviews and all other areas of the business and mucking in. You will ideally have knowledge of Intelligent Office and Voyant cashflow modelling. If you are studying for exams, then my client will support you with this but this role will suit a career administrator.

Contact Peter Fozard at Financial Divisions.

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