Blakemore Recruitment is seeking an experienced IFA Administrator for a financial planning practice in Berkhamsted. You will support the client services team by gathering data, preparing valuations, and coordinating with product providers to obtain plan information and illustrations.
The role involves scheduling client reviews, assisting with transfers, and maintaining Xplan data while ensuring AML documentation is up to date and reports are delivered on time.
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IFA Administration & Client Services Specialist employer: Blakemore Recruitment
Join a prestigious UK private banking organisation in the heart of London, where you will be part of a dynamic team dedicated to delivering exceptional wealth management services. With a strong focus on employee development, you will have access to excellent career progression opportunities and the chance to work closely with experienced professionals in the field. Our collaborative work culture fosters innovation and supports your growth as you engage with Ultra High Net Worth clients, making this an ideal environment for ambitious Paraplanners seeking meaningful and rewarding careers.
