Senior IFA Administrator - Client-Focused Wealth Ops Lead

Senior IFA Administrator - Client-Focused Wealth Ops Lead

Full-Time 29700 - 36300 Β£ / year (est.) No working from home possible
Artemis Clarke Ltd

At a Glance

  • Tasks: Provide top-notch admin support and ensure a seamless client experience.
  • Company: Join Artemis Clarke Ltd, a leading Wealth Management firm in London.
  • Benefits: Competitive salary, supportive team environment, and opportunities for growth.
  • Other info: Great opportunity to develop your skills in a thriving industry.
  • Why this job: Be part of a dynamic team making a real difference in clients' financial journeys.
  • Qualifications: Experience in administration and a passion for client service.

The predicted salary is between 29700 - 36300 Β£ per year.

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.

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Senior IFA Administrator - Client-Focused Wealth Ops Lead employer: Artemis Clarke Ltd

Artemis Clarke Ltd is an exceptional employer, offering a vibrant work culture at Bluewater that fosters teamwork and personal growth. With a focus on employee development through training opportunities and a competitive bonus scheme, we ensure our Store Managers are well-equipped to lead their teams to success while enjoying attractive employee discounts. Join us to be part of a dynamic retail environment where your passion for sales and leadership can truly shine.

Artemis Clarke Ltd

Contact Details:

Artemis Clarke Ltd Recruitment Team

We think you need these skills to ace Senior IFA Administrator - Client-Focused Wealth Ops Lead

Client Support
Administrative Skills
Data Management
Fee Processing
Payment Processing
Client Onboarding
Preparation of Client Packs