At a Glance
- Tasks: Support the Financial Planning team by preparing meeting packs and processing new business.
- Company: Join Moore Kingston Smith LLP, a leading firm in financial planning.
- Benefits: Enjoy a competitive salary, full-time hours, and a focus on client experience.
- Other info: Permanent role with opportunities for growth in a dynamic environment.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong organisational skills and a passion for client service are essential.
The predicted salary is between 30000 - 36000 £ per year.
Moore Kingston Smith LLP is seeking an IFA Administrator in London to support the Financial Planning team.
The role offers permanent, full-time employment with a salary of £30,000–£36,000 per year and a focus on delivering an exceptional client experience.
Responsibilities include preparing meeting packs, processing new business, maintaining client records, and ensuring FCA compliance.
Collaboration with advisers and back-office systems is essential to drive accurate documentation and timely
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IFA Client Services Executive | Financial Planning employer: Moore Kingston Smith LLP
Moore Kingston Smith LLP is an excellent employer for those seeking a rewarding career in payroll management, particularly within the vibrant hospitality sector. With a strong emphasis on employee growth and development, the company offers a supportive work culture that values flexibility through its hybrid working model in St Albans. Employees benefit from comprehensive training opportunities and a collaborative environment that fosters innovation and compliance excellence.
