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Job Location | London |
Education | Not Mentioned |
Salary | £35,000 - £40,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
Exciting opportunity alert! A boutique independent firm in Wimbledon is looking for an Experienced IFA Administrator to join their established Financial Planning team. With a hybrid working pattern and a salary of up to £40k, this role offers a fantasticbenefits package including study support and a bonus.Responsibilities will include working with providers, processing new business, providing portfolio valuations, and ensuring fund switches, rebalances, and withdrawals are processed accurately. Youll also be responsible for calculating, recording, and reconcilingfees, ensuring all action points post meetings get diarised and completed including all post the annual review meeting process.If you have at least 2 years experience in an IFA background and are looking to progress your skillset, this is the perfect opportunity for you. Contact Camilla Howden for further information. Dont miss out!