Back to search
SENIOR IFA ADMINISTRATOR with a mix with Paraplanning ( Wealth Management)
To c £45k, excellent benefits packageThis role will offer you a combination of IFA Administration and Paraplanning in a Client Relationship role which will suit an experienced individual who enjoys a Client focussed role offering variety in their day. As an experienced wealth management Administrator with a good knowledge of Pensions and Investments, you will have the opportunity to attend meetings with the Adviser enhancing your skills even further. This business takes immense pride in supporting Private individuals, families and charities and professionals with expert holistic advice and is now looking to strengthen the team with and an additional experienced individual who can bring their already acquired wealth management experience to the business.
Opportunity Highlights** The focus of this role is to manage client relationships, preparing for and assisting the chartered financial planners by attending client meetings.
** You will include reviewing client investment portfolios, asset allocation and risk profiles, preparing and issuing review packs, attending client review meetings, minuting the meeting, and managing post review actions arising, assisting with the preparation of recommendation, preparing draft suitability reports, and getting authority from clients to proceed.** Working as part of the Account management team, managing existing long standing client relationships** Ideal opportunity if you are Diploma Qualified ( or working towards) with strong Client Relationship building skills looking to put your IFA Admin skills and paraplanning to good use.To discuss this role in more detail, please contact Camilla Howden at Financial Divisions to arrange a call back
