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Administrative assistant
IFA ADMINISTRATOR (route into Paraplanning), North London, hybrid working, c £32/33k

IFA ADMINISTRATOR (route into Paraplanning), North London, hybrid working, c £32/33k

Financial Divisions

Posted 9 hours ago, valid for 4 days

London, Greater London N8 7HR, England

£25,000 - £30,000 per annum

Full Time

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Sonic Summary

A leading London wealth management firm is seeking an experienced IFA Administrator with 2 years of relevant experience.
The salary for this position ranges from £32,000 to £33,000, accompanied by an excellent benefits package.
The role includes full study support to achieve the CII Level 4 Diploma and opportunities for career progression.
Key responsibilities involve preparation for annual review meetings, document preparation for paraplanners, and liaising with the central admin team.
The ideal candidate will be driven, confident in working with clients and colleagues, and eager to be part of a supportive and sociable team.

c £32/33k excellent list of benefits including study to achieve Level 4 Diploma, bonus, generous holidays, DIS, Private Medical insurance, hybrid working and lots more

New opportunity for an experienced individual to join a leading London wealth management firm where you will be offered an excellent variety of work , full study support to complete the CII Level 4 Diploma and a future growth programme

Opportunity Highlights

** Superb opportunity for an experienced IFA Administrator looking to progress your wealth management career.

** Reporting to the Head of Paraplanning you will work closely with Administrators, Paraplanners and Advisers who will assist you with your development

** Full involvement with annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with the centralised admin team for new business and existing business processing.

** Full study support provided to achieve Diploma status

** Confidence to work closely with colleagues , Clients and 3rd parties is essential

** Will suit a driven talented individual determined to progress their career and requires 2 years IFA Admin experience and ideally 2 RO passes

** Excellent opportunity to be part of a business where you will be rewarded for your hard work, be praised, and enjoy being part of a wonderful sociable team.

Please contact Camilla Howden at Financial Divisions.

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IFA ADMINISTRATOR (route into Paraplanning), North London, hybrid working, c £32/33k

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