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Job Location | London |
Education | Not Mentioned |
Salary | 30,000 - 35,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time Work from home |
A well-established, boutique Wealth Management Firm are currently recruiting for a Senior IFA Administrator/Client Services Manager. The role is fully remote with biweekly meetings/luncheons in very nice restaurants in Central London. They are fully independentand provide advice to UHNW City professionals, across pensions, investments, protection, IHT, and estate planning.You will be supporting 2 exceptional Advisers. Your role will be supporting the day-to-day administration using Xplan, including on-boarding process for clients, letters of valuations and chasing outstanding information and be main point of contact for clients.Working closely with the Managing Partner on all day-to-day operations of the business from HR and marketing. They work in a collaborative and transparent/grown up environment.The ideal candidate will have already gained 3+ years experience in the Wealth Management, XPlan would be desirable but not essential and need someone with excellent communication skills and happy to take on a broad and varied role that will play a pivotalrole in the business. on provided.This is a great opportunity for an experienced IFA Administrator/Client Services Manager who is looking for a remote role that compliments work/life balance.Please do send your CV to Ursula Sloan at Financial Divisions