Commercial Assistant

IFA Administrator
£30-35K depending on experience
London
Office based (Hybrid available after probation)

Wanting to work within a larger firm where support and progression are on offer?

Feeling unfulfilled with the cases you work in your current role?

This opportunity could be a fresh start…


A London based Wealth Management firm are keen to bring on an IFA Admin, to not only support with the workload, but also being working up in their career – with opportunities available internally once established.

This is an opportunity to join an established business, who are focused on supporting UK nationals both moving, living or returning from Europe. This adds a new dynamic to the usual advice given, which also therefore creates unique and niche cases for the admin and paraplanning team to manage.

Supporting 10 Advisers, you will be processing new business, completing annual reviews and be hands on with the invoicing side – which is an important part of the client process and therefore the individual would need to have recent experience of working as an IFA Admin.

Benefits:

• Exam Support
• Private Medical Insurance
• Cashplan
• Wellbeing Allownace
• Pension
• Financial support towards commuting

Get in contact with Sam at Integro Partners if you want to discuss the opportunity further.