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plus 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 North London wealth management firm where the team are proud of their success demonstrating both excellence in providing each client with a positive memorable journey coupled with their pure passion for the service they provide. This role offers an excellent growth programme for a progressive IFA Administrator with 2 years’ experience and ideally evidence of R0 exam success
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.
