Financial Planning Account Manager

Overview

A well-established independent financial advisory firm in Mayfair has opened a brand-new position to work alongside the Head of Division as a Financial Planning Account Manager.

Due to company growth, the firm is seeking a confident individual with experience as an IFA Administrator, Financial Planning Administrator or similar.

The business is one of the longer-standing brand names in London and can offer Friday working from home, exam support, a bonus scheme and demonstrated progression pathways.

The company has a history of strong staff retention and prides itself on a friendly office culture.

Requirements

What’s needed to be considered

• Previous administration experience within an IFA or wealth management practice
• Strong knowledge of the full administration process for clients, and experience working alongside financial advisers

Next steps

Qualified candidates will be contacted to discuss the opportunity in detail prior to submission of a CV to the client.

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