The Financial Planning practice in the City of London is looking to recruit an IFA Administrator with 2+ years of experience to provide first-class administration to the client services team and support independent advice delivery.
You will gather data, prepare valuations, liaise with product providers, schedule client reviews, and ensure AML compliance while maintaining the Xplan database and client files. Strong IT skills and attention to detail are essential.
#J-18808-LjbffrIFA Administrator – Client Services & Planning Support employer: Blakemore Recruitment
Join a dynamic and supportive wealth management firm in Leigh-on-Sea, Essex, where your ambition and client-focused approach will be valued. With a hybrid working model, comprehensive benefits, and uncapped bonus potential, this role offers not just a job but a pathway for professional growth and meaningful client relationships. Experience a collaborative work culture that prioritises employee development and rewards excellence in financial planning.
