Home
London
Business valuer
IFA ADMINISTRATOR ( route to Paraplanner), London, to £33k, Hybrid working

IFA ADMINISTRATOR ( route to Paraplanner), London, to £33k, Hybrid working

Financial Divisions

Posted 8 hours ago, valid for 11 days

London, Greater London EC1R 0WX

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

A vibrant London wealth management business is seeking an experienced IFA Administrator with approximately 18 months of experience to join their busy team.
This role offers a salary of £30,000 to £35,000, along with an excellent benefits package including hybrid working and personal development support.
The position involves managing a varied portfolio of high-net-worth clients, processing new business, maintaining compliance, and attending client meetings.
As the candidate progresses, they will have opportunities to write suitability letters and address technical queries, with full study support provided.
The team environment is sociable and focused on career progression, making it an ideal opportunity for individuals looking to advance into Paraplanning.

Great benefits package includes hybrid working, personal development plan, season ticket loan, study support, career progression, sociable environment.

Excellent opening for an experienced IFA Administrator looking to join a busy team with the opportunity to progress their career into Paraplanning. My Client is vibrant and very successful London wealth management business ad due to their reputation and further growth are looking to offer this new opportunity to a talented career focussed individual.Opportunity Highlights

** Join the team which supports several high billing Advisers

** Very interesting portfolio of HNW Clients

** Varied role includes processing new Business, maintaining compliance, fund switches , valuations, provider liaison, diary management, organising and attending client meetings, managing ongoing client review process.

** As you progress you will have the opportunity to start writing suitability letters with exposure to technical queries.

** Opportunity to progress towards paraplanning

** Full Study support offered

** Join a very sociable team of likeminded professionals offering a great work/life balance

** Will suit either an experienced IFA Administrator looking to progress into Paraplanning with c 18 months’ experience and evidence of R0 success

** Full structured mentoring and learning programmes for all staff.

** Excellent list of benefits

Please contact Camilla Howden at Financial Divisions to discuss this role in greater detail.

Apply now in a few quick clicks

IFA ADMINISTRATOR ( route to Paraplanner), London, to £33k, Hybrid working

Client Support Officer FTC

IFA Administrator, London - Hybrid working, Salary up to £35k + study support

BTL Case Manager