Administrator - Independent Financial Adviser (Ifa) in London

Administrator - Independent Financial Adviser (Ifa) in London

London Full-Time No working from home possible
B

Job Description Senior Administrator – Wealth Management Salary: Β£35,000–£45,000 per annum, depending on skills and experience Hours: Monday to Friday, 9.00am–5.30pm Job Type: Full-time We are recruiting on behalf of an established wealth management practice based in Golders Green for an experienced Senior Administrator to join a friendly and well-established team of wealth managers and financial planners. This is a varied role combining client administration, front-of-house responsibilities and general office management. You will play an important part in ensuring the smooth running of the office and delivering a high standard of support to clients. The successful candidate will ideally have a strong background in financial administration, with experience within a wealth management or IFA environment. Manage client correspondence, including email and telephone enquiries, and ensure queries are directed to the appropriate wealth manager. Add and maintain accurate client information on the back-office system. Monitor asset transfer reports and follow up where necessary. Assist with general office management duties, including monitoring and managing rent payments. A minimum of five years' financial administration experience, preferably within a wealth management or IFA practice. Strong IT skills, particularly with Microsoft Office. If you are an experienced financial administrator looking for your next career move, we'd be very pleased to hear from you.

Administrator - Independent Financial Adviser (Ifa) in London 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.

B

Contact Details:

Blakemore Recruitment Recruitment Team