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- Excellent Benefits Package
This is a superb opportunity for a dynamic and talented individual with 1 to 2 years of IFA Admin experience to join a vibrant, growing firm of Financial Planners based in London. With a strong reputation in the London market, this firm offers an excellent environment for career growth and development.
In this role, you'll be part of a team of like-minded professionals who enjoy a great work/life balance. You’ll have the opportunity to progress towards paraplanning, with full study support and a clear personal development plan to help you achieve your goals. This team supports several high-billing advisers who work with High-Net-Worth (HNW) clients, providing an excellent foundation to broaden your skills.
The firm fosters a sociable and supportive environment, ideal for building strong professional relationships and growing your network. This position is perfect for a graduate with around 12 months of IFA Admin experience or an administrator with 1 to 2 years of experience looking for a fresh challenge.
As you develop your expertise, your role will expand to include processing new business, ensuring compliance, handling fund switches, preparing valuations, liaising with providers, managing diaries, organising and attending client meetings, and overseeing the ongoing client review process. You’ll also have the chance to start writing suitability letters and engaging with technical queries as you progress.
The firm offers structured mentoring and learning programs for all staff, along with full study support toward the CII Level 4 Diploma. After an initial training period, you’ll also have the flexibility of a hybrid working arrangement.
This is a fantastic opportunity to advance your career in a supportive, growth-oriented environment. For more information, please contact Joanna Clark.
