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IFA ADMINISTRATOR ( progress towards Paraplanning), London, to £33k, hybrid working

Financial Divisions
Posted 5 hours ago, valid for a day
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 per annum

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Contract type

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

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  • A vibrant London Financial Planning firm is seeking a talented IFA Administrator with approximately 18 months to 2 years of experience.
  • The role offers a salary commensurate with experience and includes a superb benefits package such as hybrid working and study support.
  • Candidates will work with high-net-worth clients and enjoy a sociable environment while having opportunities for career progression.
  • As responsibilities grow, the role will include processing new business, maintaining compliance, and writing suitability letters.
  • This position also provides full structured mentoring and learning programs, with study support towards the CII Level 4 Diploma.

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

Superb opportunity for a talented dynamic IFA Administrator to join this vibrant, London Financial Planning firm where their reputation has contributed to their growth and success in the London market.Opportunity Highlights** Enjoy working with a team of likeminded professionals with a great work/life balance** This role offers an opportunity to progress towards paraplanning with study support on offer.** This team supports several high billing Advisers working with an interesting HNW Client Portfolio

** Excellent sociable environment** Will suit either a Graduate with c 18 months IFA Admin experience or a career Administrator with c 2 years’ experience looking for a fresh challenge.** Opportunity to build a strong social network. ** As you grow your skills your role will broaden and will include processing new Business, maintaining compliance, fund switches , valuations, provider liaison, diary management, organising and attending client meetings, managing ongoing client review process.** Opportunity to start writing suitability letters with exposure to technical queries as you progress if desired** Full structured mentoring and learning programmes for all staff.** Full study support towards the CII Level 4 Diploma on offer** Full hybrid working option available after initial training period.To apply for this brilliant opportunity, send your cv to Camilla Howden at Financial Divisions.

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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.