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


Senior IFA Administrator - HNW/UHNW Financial Advisory Company

London | £30,000-£38,000 + Great Package

An award-winning and highly reputable Financial Advisory firm are looking to expand their current Advisory Support team with the addition of a Senior Administrator. This key technical position will accompany the team in providing bespoke financial and investment advice to HNW and UHNW private clients.

The role will involve:

  • Attending Client meetings alongside Advisers/Consultants where appropriate
  • Providing support and technical provision to a wider team of Advisers/Consultants
  • Liaising with Clients and Providers; keeping all involved up-to-date with regular updates
  • Working closely with other departments, taking on additional duties and projects as required
  • A willingness to complete sponsored qualifications/training
  • Follow all company regulatory and compliance processes and procedures

This is a fantastic opportunity for someone with several years' experience gained within the Independent Financial Advisory Market. The company would value someone who is part, if not fully, Diploma qualified (CII or equivalent) and who wishes to continue with their professional development. You should be able to display a genuine desire to advance your career within the advisory industry, have excellent interpersonal and communication skills and be capable of applying your technical knowledge to every situation.

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