K3 Capital Group
Pareto Financial Planning is seeking an experienced IFA Administrator to provide comprehensive administrative and client support to Financial Advisers, ensuring efficient business processing, high-quality client service, and regulatory compliance. The role focuses on delivering a seamless end-to-end client experience through tasks such as new business processing, client portfolio management, and liaison with providers. This hybrid position requires strong organizational skills and a solid understanding of financial products and compliance procedures.
Welcome to K3 Capital Group, is a Multi-Disciplinary & complementary group of professional Services Businesses advising UK SMEs.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for K3 Capital Group.
K3 Capital Group didn’t post a salary, so this is our estimate from similar listings.
33% below the average for this role