JJ SEARCH LIMITED in London is seeking an IFA Administrator to provide comprehensive administrative support to Wealth Management teams, including Wealth Managers, the Administration Manager and Paraplanners.
The role involves client data input, maintaining client records, and managing a Daily Activity Diary via Intelligent Office; issuing LOAs and gathering information for Recommendation Reports for financial planning clients.
#J-18808-LjbffrWealth Management IFA Administrator: Expert Support employer: JJ SEARCH LIMITED
As a leading UK specialist commercial bank, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. The Senior Credit Approver role offers not only competitive benefits and opportunities for professional growth but also the chance to make a significant impact on our lending portfolio while collaborating with senior stakeholders. Join us in shaping the future of property lending and development finance in an environment that values innovation and teamwork.
