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To £34k, great benefits package includes hybrid working, personal development plan, season ticket loan, study support, career progression, sociable environment.
Exciting opportunity for an experienced IFA Administrator looking to join a busy and vibrant London wealth management team with a clear route into paraplanning. Due to internal promotion, we are in search of a talented and focussed individual looking to progress their career further. Opportunity Highlights
** Join the team which supports several high billing Advisers
** Very interesting portfolio of HNW Clients
** Varied role includes processing new Business, maintaining compliance, fund switches , valuations, provider liaison, diary management, organising and attending client meetings, managing ongoing client review process.
** As you progress you will have the opportunity to start writing suitability letters with exposure to technical queries.
** Opportunity to progress towards paraplanning
** Full Study support offered
** Join a very sociable team of likeminded professionals offering a great work/life balance
** Will suit an experienced IFA Administrator looking to progress into Paraplanning with c 18 months’ experience and evidence of R0 success
** Full structured mentoring and learning programmes for all staff.
** Excellent list of benefits
Please contact Camilla Howden at Financial Divisions to discuss this role in greater detail
