IFA Administrator - London/Hybrid (Mostly Remote) - £35000-£40,000
Career Progression HNW Client ExposureRemote with once a week in LondonAn excellent opportunity has arisen for an experienced Financial Planning Administrator / Wealth Management Administrator / IFA Administrator to join a highly regarded Chartered Financial Planning firm specialising in Inheritance Tax planning and retirement planning for high-net-worth clients.This role offers the chance to work within a specialist financial planning firm advising clients with estates typically between £2m and £10m, supporting advisers delivering sophisticated and bespoke planning strategies.The role is hybrid based in London with significant remote working flexibility, making it ideal for someone looking for a Financial Planning Administrator or IFA Administrator role with flexible working.The Role - Financial Planning AdministratorAs a Financial Planning Administrator / Wealth Management Administrator, you will support advisers and planners to deliver a high standard of client service within a professional financial planning environment.Key responsibilities include:• Processing new business across pensions, investments and protection• Managing applications and provider correspondence with financial providers• Coordinating communication between clients, advisers and providers• Preparing documentation for client meetings and annual reviews• Supporting complex cases including Inheritance Tax planning and retirement planning• Completing provider paperwork including trust documentation and app
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!