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Excellent list of benefits and career opportunity
Wonderful opportunity for a talented graduate already demonstrating an interest in pursuing a career within wealth management either through an internship or placement in an administrative capacity. My Client is a highly successful Chartered Independent firm of Advisers with an excellent reputation and would like to offer this role to an individual looking to carve their career within wealth management
Opportunity Highlights
** Excellent opportunity to work in a happy, supported team environment and very closely with the Advice team.
** You will assist the Financial Advisers in preparing recommendations including preparing and maintaining client records
** Opportunity to learn many aspects of the IFA Admin cycle from start to completion
** As you settle into this busy team you will progress to gain further exposure to supporting Paraplanners and Advisers with providing admin support including collating documentation, processing Letters of Authority, updating records, supporting the Paraplanners and Advisers with the Annual review process.
** Opportunity to study for the CII Level 4 Diploma ( RO exams)
** Great mentoring programme working with likeminded people.
** Excellent grounding for a Graduate with already demonstrable IFA Admin skills gained through an internship, work experience or university placement within wealth management
CVs please to Camilla Howden at Financial Divisions.
