Senior Administrator | 3 month temp to perm | £25,000 - £30,000
Do you have previous experience working for an IFA firm? If so we want to hear from you!
Our client is a top IFA firm based in stunning Central London offices. They pride themselves on their warm, welcoming environment and flat management structure, and are now looking for an ambitious and motivated Senior Administrator to join their close knit team.
You will be a team player with excellent communications skills and knowledge of financial services products, as well as the FCA regulatory regime. Previous experience working for an IFA firm is crucial for this role; you will also be familiar with modern Wraps and tools such as Selectapention and Avelo – desirable but not essential.
This role will involve a variety of administrative duties including:
• Portfolio reports
• Client liaison via email and telephone
• Product research for the Advisors
• Supporting the back-office team with all administration
• Meeting and greeting
If this sounds like the role for you, please apply now or contact Sarah Phillip-Sewell for more information!