My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm in Wimbledon, who due to expansion are looking to take on a versatile IFA Administrator who is looking for a new opportunity in Wealth Management. Company offers a hybrid working pattern.

You will be supporting Directors/Advisers with administration across pensions, investments, and protection. The role is varied, and you will be dealing with 3rd party providers, illustrations, LOA; s and valuations, fee reconciliations and onboarding new clients.

This is an amazing opportunity for an IFA Administrator to work with a very talented and dynamic small group of people, who are ambitious and successful. They have a great culture, professional and friendly, with a busy social calendar over the year and offer excellent benefits. The role is fully hybrid, once completed probation.

The Company offers excellent benefits and will offer support to help you grow and develop your skills and fully support you in achieving your career aspirations. You must have excellent communication skills, and a minimum of 18 months experience as an Administrator in Wealth Management and have excellent communication and written skills.

If you are looking for new and exciting challenge in Wimbledon based in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions