Senior IFA Administrator - London Hybrid - Up to and;40,000 + Discretionary Bonus
Are you an experienced IFA Administrator looking to take the next step in your career with a leading independent financial planning firm? We''re working with a highly respected, fully independent wealth management business with an outstanding reputation in the industry. Due to continued growth, they''re looking to appoint a Senior IFA Administrator to support one of their top-performing Advisers, working with a sophisticated portfolio of High Net Worth and Ultra High Net Worth (UHNW) clients. The Role This is far more than a standard administration position. You''ll play a key role in delivering a first-class client experience while providing technical support across the full financial planning process. Your responsibilities will include: Managing Letters of Authority (LOAs) and provider correspondence Pension transfers and investment transactions Fund switches and portfolio administration Preparing illustrations, valuations and client documentation Supporting client meetings and annual reviews Maintaining accurate client records and back-office systems Liaising with providers, platforms and third parties Technical administration across pensions, investments, protection and tax planning strategies Working closely with a highly successful Adviser to ensure a seamless client journey Why Join This Firm? • Salary up to £40,000 • Discretionary annual bonus • Hybrid working model with 4 days in the London office and 1 day from home • Exposure to complex HNW and UHNW ..... full job details .....
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