Financial Divisions in Hitchin/Stevenage is seeking a Senior IFA Administrator to provide high-level administrative support within an established IFA/wealth management environment.
You will work closely with Advisers and Paraplanners, handling client documentation, applications and case progression while aligning with FCA requirements and embracing AI-powered tools to optimise processes.
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Senior IFA Administrator β Hybrid, AI-Driven Support in Stevenage employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.