Senior Wealth Planning Administrator

Synchronicity Group
Little London, UK
30,000 - 37,000
16 Sep 2020
18 Sep 2020
I am currently working with a leading Wealth Manager in London that is looking for an experienced Financial Planning Administrator to be based either in their office in London although they will offer home/flexible working.

They are looking for somebody that is an experienced technical IFA Administrator and is used to dealing with multiple advice areas including CGT's, Trusts, and Annual Allowance Calculations. You will be an integral part of the planning process working closely with the Financial Advisers in the business to support them giving quality advice.

To be considered for the position my client is looking for somebody to have at least 2 years experienced in an IFA Admin role. Ideally, you would have used Intelligent Office (IO) but experience using other similar back-office systems will suffice. You will be working towards obtaining Level 4 in Financial Planning if not Level 4 qualified already.

If you are interested in this position and would like to apply then please send your CV through. Alternatively, if you would like to find out more please look to get in touch.

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