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Management assistant
IFA ADMINISTRATOR ( study support and route into Paraplanning), North London, c £32/33k

IFA ADMINISTRATOR ( study support and route into Paraplanning), North London, c £32/33k

Financial Divisions

Posted 7 days ago, valid for 19 days

London, Greater London N8 7HR, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

A North London Financial planning firm is seeking a talented IFA Administrator with at least 2 years of experience and ideally 2 RO exam passes.
The position offers a salary of £30,000 to £35,000, along with a comprehensive benefits package including study support for a Level 4 Diploma, bonuses, and private medical insurance.
The role involves preparation for annual review meetings, document management for paraplanners, and collaboration with a centralized admin team.
Candidates should possess confidence in working closely with colleagues, clients, and third parties, and must be driven to progress in their wealth management careers.
This opportunity promises a supportive and sociable team environment where hard work is recognized and rewarded.

Hybrid working

Excellent list of benefits including study to achieve Level 4 Diploma, bonus, generous holidays, DIS, Private Medical insurance, hybrid working and lots more

Superb opportunity for a progressive and talented IFA Administrator who can demonstrate R0 exam success to join a growing North London Financial planning firm. This is a very strong team where they take immense pride in the service they provide to their clients with immense passion.

Opportunity Highlights

** Superb opportunity for an experienced IFA Administrator looking to progress your wealth management career.

** Reporting to the Head of Paraplanning you will work closely with Administrators, Paraplanners and Advisers who will assist you with your development

** Full involvement with annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with the centralised admin team for new business and existing business processing.

** Full study support provided to achieve Diploma status

** Confidence to work closely with colleagues , Clients and 3rd parties is essential

** Will suit a driven talented individual determined to progress their career and requires 2 years IFA Admin experience and ideally 2 RO passes

** Excellent opportunity to be part of a business where you will be rewarded for your hard work, be praised, and enjoy being part of a wonderful sociable team.

Please contact Camilla Howden at Financial Divisions.

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IFA ADMINISTRATOR ( study support and route into Paraplanning), North London, c £32/33k

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