Job Description

IFA Administrator (Client Operations Adviser)

Hybrid working, 2 days from home and 3 days from our Central London office

Competitive basic salary (negotiable dependant on experience) and excellent benefits package

London Wall Partners (LWP) was founded in 2012 and became part of Succession Wealth in April 2024. LWP's purpose is to provide independent advice to clients on all aspects of personal financial planning and investment management. LWP have considerable experience and understanding of investment strategy, fund selection, pensions, tax and estate planning, as well as a desire to provide a world class service to private clients, charities and trustees.

The Opportunity...

The Client Operations Adviser role will be a key part of our advice team and will focus on providing first class administration support to the client services team to assist in delivering high quality, advice to clients. Within this role, the Client Operations Adviser will have the opportunity of working closely with some of the top Financial Planners in the country.

You...

You will be professional, trustworthy, client focused, enthusiastic, articulate, engaging and a strong communicator. Our ideal candidate will have:

Experience within a fast paced administration role (ideally within financial services) A strong client ethos both for existing clients and colleagues Excellent communication skills, both written and verbal A positive attitude of competence, confidence and proactivity The ability to meet deadlines and be commercially astute Strong attention to detail and time management skills Flexible, driven and determined Proactive and highly organised IT Skills (Outlook, Word, Excel, Xplan)

What You Can Expect From Us...

What You Can Expect From Us...

Sponsorship for relevant professional exams and study leave On the job and structured training in various disciplines 33 days annual leave (inc bank holidays) plus additional days at Christmas Company pension scheme with a 8% employer contribution Group Life Assurance Scheme: 8 x salary Group Income Protection Company sick pay. Enhanced maternity, paternity and adoption pay. A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Access to Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening via our flexible benefits platform Discounts on Aviva Insurance & Investment products 450 towards the purchase of home office equipment
Job Type: Full-time

Benefits:

Additional leave Company pension Enhanced maternity leave Enhanced paternity leave Free flu jabs Health & wellbeing programme Life insurance Sick pay
Work Location: Hybrid remote in London, EC2M 5QQ