Commercial Assistant

www.topfinancialjobs.co.uk - Jobboard; London; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A London-based Wealth Management firm is seeking an IFA Administrator to support their advisers and manage client processes. This role offers opportunities for career development within a supportive environment, ideal for those looking to progress in their financial services career. Benefits include exam support, private medical insurance, and a wellbeing allowance.

Benefits

Exam Support

Private Medical Insurance

Cashplan

Wellbeing Allowance

Pension

Financial support towards commuting

Qualifications

• Experience in processing new business and managing invoicing.
• Ability to support multiple advisers.
• Strong organizational skills.

Responsibilities

• Support 10 advisers in processing new business.
• Complete annual reviews and manage invoicing.
• Handle unique cases for UK nationals moving from Europe.

Skills

Processing new business

Managing invoicing

Client support

Education

Recent experience as an IFA Administrator

Job description

IFA Administrator

£30-35K depending on experience

London

Office based (Hybrid available after probation)

Are you looking to work within a larger firm where support and progression are on offer?

Feeling unfulfilled with the cases you work on in your current role?

This opportunity could be a fresh start.

A London-based Wealth Management firm is keen to bring on an IFA Administrator to support the workload and to help you develop your career with internal opportunities once established.

About the role

This is an opportunity to join an established business focused on supporting UK nationals who are moving, living, or returning from Europe. This creates unique and niche cases for the admin and paraplanning team to manage.

Supporting 10 Advisers, you will be responsible for processing new business, completing annual reviews, and managing invoicing, which is a critical part of the client process. Recent experience as an IFA Administrator is required.

Benefits

• Exam Support
• Private Medical Insurance
• Cashplan
• Wellbeing Allowance
• Pension
• Financial support towards commuting

Get in contact with Sam at Integro Partners if you want to discuss this opportunity further.