Senior IFA Administrator - Client-Focused Wealth Ops Lead in City of London

Senior IFA Administrator - Client-Focused Wealth Ops Lead in City of London

City of London Full-Time On-site
A

Artemis Clarke Ltd is seeking a Senior IFA Administrator to join its established Wealth Management team in London. You will provide high-quality administrative and client support to Wealth Managers and Financial Planners and help ensure a smooth client experience.

Responsibilities include onboarding new clients, maintaining accurate client data, processing fees and payments, preparing client packs, coordinating client reviews, and supporting junior staff.

#J-18808-Ljbffr

Senior IFA Administrator - Client-Focused Wealth Ops Lead in City of London employer: Artemis Clarke Ltd

Join a dynamic team in Harrogate as a Financial Adviser, where you will enjoy the flexibility of self-employment alongside high earning potential. Our supportive work culture fosters professional growth and development, ensuring you have access to the resources needed to excel in your role while making a meaningful impact on clients' financial well-being.

A

Contact Details:

Artemis Clarke Ltd Recruitment Team