JJ SEARCH LIMITED is seeking an IFA Administrator in London to provide high-level administrative support to Wealth Management teams, including Wealth Managers and Paraplanners. You will handle client data input, record maintenance, and maintain a Daily Activity Diary via Intelligent Office.
You will also summarise information for Wealth Planners, prepare valuation and recommendation reports for client meetings, and ensure New Business compliance.
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Wealth Management IFA Administrator: Reports & Client Data employer: JJ SEARCH LIMITED
As a leading Wealth Management firm located in Blackpool, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to thrive. Our commitment to professional development is evident through tailored training opportunities and a clear pathway for career advancement, ensuring that our team members can grow alongside the firm. With a focus on high-net-worth clients, you will be part of a dynamic team that values innovation and excellence, making this an ideal place for those seeking a meaningful and rewarding career in financial planning.
