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IFA ADMINISTRATOR (progression to paraplanning) - London- to £33/34k plus...

Financial Divisions
Posted 12 hours ago, valid for 6 days
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-based financial planning firm is seeking a dynamic individual with 1 to 2 years of IFA Admin experience to join their team.
  • The position offers a salary in line with industry standards and includes a great benefits package such as hybrid working, personal development plans, and study support.
  • Candidates should have approximately 18 months of IFA Admin experience or around 2 years as a career Administrator, ideally with a graduate background.
  • The role provides opportunities for career progression towards paraplanning and involves tasks like processing new business, maintaining compliance, and managing client relationships.
  • Interested applicants are encouraged to send their CV to Camilla Howden to apply for this superb opportunity.

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

Superb opportunity for a talented dynamic individual with 1 to 2 years IFA Admin experience to join this vibrant, London based firm of Financial Planners 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 HNW Clients** Excellent sociable environment** Will suit 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.** 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

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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.