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IFA ADMINISTRATOR (progress into Paraplanning) - West End -hybrid (2 days at home) - £26/34k plus...

Job LocationLondon
EducationNot Mentioned
Salary£26,000 - £34,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

plus study, gym membership, inhouse mentoring, team socials, DIS, Health cover, Season ticket loanMy Client is an award-winning independent firm and provides holistic independent financial advice to HNW clients taking pride in achieving a large number of ongoing referrals and recommendations. Having worked with this London client for several years, wehave seen the excellent results of internal promotions opening opportunities for experienced IFA Administrators into Paraplanning with full study support.Opportunity Highlights

  • Supporting high billing Advisers
  • Processing new Business, maintaining compliance, fund switches , valuations, provider liaison, diary management, organising and attending client meetings, managing ongoing client review process
  • Opportunity to start writing suitability letters and handle more technical queries.
  • Excellent career advancement either towards Paraplanning
  • Full study support towards CII Level 4 Diploma
  • Fun, energetic, and busy environment
  • Excellent mentoring and structured learning programme
  • Great benefits
  • 1 to 2 years IFA Admin experience required.
  • Relevant university placements/internships with wealth management will be considered.
Send you Cv to Camilla Howden or email me to register your interest.

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IFA ADMINISTRATOR (progress into Paraplanning) - West End -hybrid (2 days at home) - £26/34k plus... Related Jobs

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