Client Services Administrator/IFA Administrator - Chartered IFA firm - £35k + bonuses

• Client Services Administrator/IFA Administrator
• City of London offices
• 3 days in the office per week after onboarding and training
• £35k basic salary + bonuses
• 25 days holiday plus benefits package and stud support

My client is a medium sized independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the UK, but mainly London and Southeast based.

The business has 100 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £500k - multiple millions. The top Advisers manage close to £150m of assets. The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you.

The Admin Manager is seeking a Client Services Administrator/IFA Administrator who will work within their Centralised function amongst other administrators and paraplanners. 18 months of financial administration experience within a wealth management firm is required. You will be responsible for the end to end client servicing and annual review administration work supporting several advisers. You will have support from a dedicated Administration Manager and team of experienced administrators.

A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer £35k basic salary depending on your experience levels. Possibly up to £37k for an outstanding candidate. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business.

For more details please contact Peter Fozard at Financial Divisions.