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+ Comprehensive Benefits Package
An exciting new opportunity has arisen for an experienced IFA Administrator to join a leading wealth management firm in St Albans. This dynamic team takes pride in their success, offering each client a positive and memorable experience with a deep passion for the services they provide. This role is ideal for a motivated IFA Administrator with 2 years of experience who is eager to grow into a Paraplanning role.
Key Opportunity Highlights:
- Career Progression: Reporting directly to the Head of Paraplanning, you will collaborate with Administrators, Paraplanners, and Advisers, all dedicated to supporting your professional development.
- Hands-On Involvement: You will assist with annual review meeting preparation, gather relevant documents and information for Paraplanners to draft suitability letters, and coordinate with the central admin team for new and existing business processing.
- Study Support: Full support provided to achieve your Level 4 Diploma, with a clear path into Paraplanning.
- Collaborative Environment: Confidence in working closely with colleagues, clients, and third parties is essential for this role.
- Ideal Candidate: Driven, talented, and committed to career progression, with a minimum of 2 years of IFA admin experience and ideally 2 RO exam passes.
- Great Culture: Be part of a firm that values hard work, rewards dedication, and offers a sociable, supportive team environment.
Perks: Bonus scheme, generous holidays, DIS, Private Medical Insurance, hybrid working, and more.
If interested in this position, please contact Samantha Negbenebor.
