logo for Oval Recruit

IFA Administrator - HNW Financial Advisory Company - City, London, United Kingdom, EC1A2

£30k

IFA Administrator - HNW Financial Advisory Company

London | £24,000-£30,000 + Great Package

A leading Wealth Management Company who offer bespoke Financial & Investment Advice to HNW Private Clients are looking to recruit a small number of highly competent candidates to join their key technical support team.

The position will involve:

  • Managing New Business processes and maintaining client records
  • Preparing Client meeting packs and processing action points arising from these meetings
  • Liaising with Clients and Providers; keeping all involved up-to-date with regular updates
  • Providing administrative support as part of a wider team to consultants
  • Attending Client meetings with Advisers/Consultants where appropriate to provide support and build strong and professional relationships
  • Working closely with other departments, taking on additional duties and projects as required
  • A willingness to complete sponsored qualifications/training
  • Follow all compliance processes and procedures

This is an excellent opportunity for a bright and articulate individual who has some previous financial services experience and who is keen to develop a career in Wealth Management. You should be able to display a genuine desire to work in the advisory industry, have excellent interpersonal and communication skills and be capable of quickly developing technical knowledge.

In return the company will provide

  • Full qualification support
  • Real career advancement with a large emphasis on employee development and progression
  • A sociable yet professional working environment

For more information please contact Briony Malden