Wealth Management Administrator
Salary
Up to 30,000
Location
London
Job Type
Full Time
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Job Title: Wealth Management Administrator
Industry: Financial Services
Location: City of London
Salary: Up to £30,000
Reference Number: 14027
Job Description:
Recruit UK are working on an excellent opportunity for an IFA Administrator in London to join a leading wealth management and financial planning firm.
The company provides independent, holistic advice and is passionate about their long-standing client relationships and the service they provide. They are therefore seeking a highly competent and experienced IFA administrator who holds themselves to high standards and has strong interpersonal and communication skills.
You must have experience directly supporting Advisers in an IFA setting, hold a Level 3 Certificate in Financial Planning (or equivalent) and be motivated to continue your professional development. In return, the company offers a supportive environment, a truly competitive salary, a generous benefits package and a discretionary annual bonus.
What’s in it for you?
- Work for a Top 100 UK IFA
- Discretionary annual bonus
- Fantastic benefits package, including PMI, PHI and DIS
- Interest-free season ticket loan
- CPD opportunities
- Full funding for professional exams
- Salary up to £30,000 (+ bonus)
- Experience directly supporting Adviser(s) in an IFA setting
- Strong interpersonal skills and written and verbal communication
- Experience of direct interaction with clients
- The ability to be flexible and adapt quickly to changing situations
- Ability to work to deadlines and manage your time effectively
- Experience in Microsoft packages (Word, Excel and Outlook)
- Level 3 Certificate in Financial Planning (or equivalent)
- Studying towards Level 4 Diploma (Desirable)
- Experience with Nucleus platform and SSP Adviser back office system (Desirable)
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.