Back to search
25 days of annual leave, and flexible working hours to support personal commitments
Excellent opportunity for an experienced IFA Administrator to join this boutique independent Financial Planning firm on a remote working basis supporting the Business with all Administration support/PA duties. This is a a wonderful opportunity to work with two very established Advisers who due to their success are looking for this diligent, well organised and experienced individual to support them and oversee thrir day to day activities.
Opportunity Highlights
** Join this highly successful, passionate team where you will enjoy autonomy and the freedom to work from home
** Excellent opportunity to further advance your career whilst maintaining a healthy work/ life balance
** Dynamic and ethically driven firm supporting your personal development
** Opportunity to progress your career towards Paraplanning with full study support or in the direction of PA/Practice Manager
** Responsibilities are varied managing workflow, communicating with clients and providers, coordinating client meetings with involvement preparing compliance packs, annual review documentation, reviewing processes and supporting the advisers with organising internal meetings and supporting daily business operations.
** This is a fully remote opportunity for a candidate based in the Surrey/Sussex or Kent area for occasional trips into the local office.
To find out more, please contact Camilla Howden at Financial Divisions.
