Recruit UK is seeking an experienced IFA Administrator in London to join a well-respected Wealth Management firm. You will manage all aspects of financial services administration, including LOA processing, preparing client documentation and liaising with providers and clients.
You will handle new business applications, prepare client packs, manage adviser diaries and ensure FCA regulatory standards are met. Experience with Intelligent Office or Xplan is advantageous.
#J-18808-LjbffrIFA Administrator | Hybrid Role in Wealth Management employer: Recruit UK
Join a dynamic financial planning firm in Leeds that prioritises employee growth and operational excellence. With a strong emphasis on collaboration and innovation, we offer a hybrid working model, competitive salary, and a comprehensive benefits package, making it an ideal environment for professionals looking to make a meaningful impact in the financial services sector.
