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Great benefits package including flexible working hours
My Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onboarding process from start to completion.
Opportunity highlights
- Business has been in operation for over 2 decades across wealth and mortgage matters
- Supporting a successful high billing Financial Adviser
- Clients include HNW and UHNW private Individuals
- Your role will involve obtaining clients' financial details, writing LOAs, valuations, onboarding new clients, conducting AML checks, liaising with product providers, and preparing all meeting documents and necessary resources.
- Suitable for an experienced career IFA/Financial Administrator or someone with 1 years IFA Admin experience looking to progress
- Study support provided if required
To find out more, please contact Camilla Howden at Financial Divisions.
