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Excellent platform for your development with comprehensive benefits package
Exciting opportunity for an experienced talented Senior IFA Administrator to join a very successful London based independent Financial Planning firm at a significant point in their growth programme. This management team places great importance on guiding and supporting their colleagues with their individual career aspirations to assist with achieving personal goals offering variety on daily tasks and setting achievable goals for personable satisfaction.
Opportunity Highlights
** Wonderful opportunity to join the business at a pivotal point of the success.
** A positive attitude and desire to learn and be part of a highly productive IFA team is key to your success.
** Be part of a growing business, develop your IFA Admin skills further always with a view to supporting each Client with the best service possible.
** Excellent supportive network to aid your development
** Become familiar with many areas from arranging client annual reviews, pension transfers, fund switches ,processing new business, LOAs, liaising with providers and 3rd parties , obtain quotes, illustrations, and analysis
** Will suit a Senior IFA Administrator with c 3 years within a similar wealth management role and strong technical understanding looking for a fresh challenge and new clients
Please send you Cv or email me, Camilla Howden, Financial Divisions.
