IFA ADMINISTRATOR ( emphasis on Client Relationship Management), London, Hybrid, To£40/45k
London, United Kingdom 21 days ago
Job Description
Hybrid working, rising pension, rising holidays, Life assurance, Income Protection, Discretionary Bonus, study support, great sociable environment and more My Client, a London based wealth management firm are looking for a talented forward-thinking individual to project manage the advice provided by the Adviser to their Client whilst managing and developing relationships to achieve excellence and positive outcomes. Join a very friendly dynamic collaborative team acting as the main point of contact with HNW Clients Perfect opportunity ** Excellent opportunity for an experienced IFA Administrator or Junior Paraplanner to take on the leading role within the business ** Opportunity to work closely within a pod around the paraplanner and administrator in order to support each Client’s wealth needs ** Enjoy the balance of technical support and client facing work ** Full involvement with managing/developing client relationships/queries, booking meetings, conducting regular service calls with HNW Clients, organising social events, celebrations, special occasions as well as thetechnical aspects of client withdrawals, increments, managing their finance applications and taking instructions re POA, Will and Trusts. ** Will suit an experienced IFA Administrator/Junior Paraplanner looking to move into a Client facing relationship role without moving into Advice ** Hybrid working and flexible working offered around core hours For further information, contact Camilla Howden at Financial Divisions.
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