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FINANCIAL PLANNING ADMINISTRATOR/IFA ADMINISTRATOR (Client facing) - Banstead - c £25-32k plus...

Job LocationBanstead
EducationNot Mentioned
Salary25,000 - 32,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

plus full study package and career developmentMy Client, a boutique wealth planning firm, has been in operation for almost 3 decades and due to their excellent reputation are going through a period of rapid growth resulting in the need for an additional member to the support team.Opportunity Highlights

  • The 3 Advisers are supported by a full admin and paraplanning team
  • Advice is provided across Pensions, Investments, Mortgages, Protection and Tax Planning
  • They provide full market advice
  • Your role with include end to end administration for new business, meeting and greeting clients, writing LOAs, resolving client non-technical queries, collecting documentation from clients prior to meetings, producing basic suitability reports and supportingparaplanners as required
  • This role will suit an IFA Administrator with a minimum of 6 months relevant experience looking to progress their career
  • Full study support is provided for RO exams
  • Excellent personal support to employees re wellbeing and achievement of personal goals
To discuss this role in more detail, please call Camilla Howden or email me with your cv to arrange a call back.

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