Are you a ClientAdministrator with 5+ years experience in wealth management? SeniorPrivateClientAdministrator | Full time and Permanent | Hybrid | Weybridge or Farringdon | Salary up to £40,000 AshleyKate are thrilled to be working with a client who is searching for a SeniorPrivateClientAdministrator to join their team.
SeniorPrivateClientAdministrator - About the role:
To provide exceptional quality technical and general administrative support to the PrivateClient Director of a small and busy team.
This is a demanding role assisting the PrivateClient Director in delivering an outstanding holistic financial planning service to new and existing clients, who typically have high expectations and complex planning needs.
The role will suit a confident and experienced Senior IFA Administrator who enjoys working autonomously in a driven and high-performing client team.
SeniorPrivateClientAdministrator - About you:
·5+ years' experience in an IFA administration role ·Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection ·Demonstrable experience of delivering client service at the highest level ·Experience of using Transact, iO or equivalent system to perform an administrative role ·Excellent IT skills with a good working knowledge of Excel ·Excellent written and verbal communication skills with a high level of attention to detail ·Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role ·Relevant industry qualifications will be an advantage, but are by no means essential.
If you are interested please apply to the role with your up to date CV.
