Job Description

Administrator required by this regional Wealth Manager that provides financial planning to HNW clients across investments, taxation and pensions. Connected to a professional practice the IFA arm continues to grow and now seeks an additional team member to support the Financial Planners.

As IFA Support you will deal with the preparation for client meetings and follow up of action points, new business processing, platform trades and other servicing, valuations, record keeping and data management plus liaison with clients and providers.

You will be highly experienced in a Financial Services support role working in a Provider or Wealth Management environment. You will have excellent team working skills whilst also capable of operating on your own initiative taking responsibility for your full remit.

Required Knowledge, Skills, and Abilities