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Fantastic benefits: Study to achieve Level 4 Diploma, bonus, generous holidays, DIS, Private Medical insurance
A fresh chance for an experienced professional to join a top-tier neighbourhood wealth management company, where the staff takes great pride in their accomplishments in offering each client a memorable and enjoyable experience, in addition to their unwavering love for what they do. This position provides a fantastic growth opportunity for a motivated IFA Administrator with two years of experience who wants to go into paraplanning.
The Role: IFA ADMINISTRATOR
** Under the direction of the Head of Paraplanning, you will collaborate closely with advisers, paraplanners, and administrators who will support your growth.
** Complete participation in the planning of the yearly review meeting, gathering data and materials for paraplanners to create appropriateness letters, and communicating with the central administrative team with new and ongoing business processing.
** Complete academic assistance offered to obtain diploma status
It's crucial to have the confidence to collaborate closely with clients, coworkers, and third parties.
It would be great for a motivated, competent person who is eager to advance in their profession to have two years of IFA administrative experience and, ideally, two RO passes.
** Fantastic chance to join a company where your efforts will be recognised, you will receive rewards, and you will get to work with a lovely, friendly team.
If interested in this IFA Administrator position please send cv to Sam Negbenebor at Financial Divisions.
