Finance Administrator - IFA/Wealth Management
14 Days Old
Finance Administrator
Central London
Permanent | Full-time | Office-based
Salary: £30,000-£35,000pa DOE
1-2+ years' recent experience within an IFA or financial planning/Wealth Management environment - Required
We are recruiting a Finance Administrator on behalf of our client, a well-established (IFA) financial services organisation based in Central London . This role sits within a centralised administration team and will suit someone who enjoys working in a structured, fast-paced office environment and is keen to build a long-term career in financial services.
The successful candidate will provide high-quality administrative support to advisers and wider teams, ensuring client records are accurate, compliant and up to date, while delivering a professional and confidential service.
Key Responsibilities:
Maintain accurate client records and manage all associated administration
Prepare and submit applications in line with internal procedures and compliance standards
Process fund switches, valuations, LOAs and client review actions
Liaise with product providers, advisers and clients, providing regular progress updates
Support advisers with review preparation and client ...
- Location:
- London
- Salary:
- Salary dependent on experience
- Job Type:
- FullTime
- Category:
- Accounting & Finance