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IFA ADMINISTRATOR (wealth management) - Harrow - c 25/26k, excellent opportunity for a Graduate

Job LocationLondon
EducationNot Mentioned
Salary£25,000 - £26,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

My Client is a specialist in providing Financial planning advice to Families, Individuals and Businesses offering a bespoke personal service to their Clients resulting in multiple recommendations. Consequently, they are in a position now to offer this opportunityto a talented individual who would like to carve their career within wealth management.Opportunity Highlights** Excellent opportunity for either an IFA Administrator with 6 months experience or a recent graduate ( Economics, Maths, Business Management, Finance) with a placement/ internship within Financial Services** You will gain exposure to the entire admin support process across pensions, investments, and protection.** Great training and mentoring programme** Full study support for RO exams** Your role will develop to cover areas including onboarding Clients, ensuring all supporting documentation is logged, dealing with all non-technical Client enquiries via phone, email, and letter, preparing documentation for meeting and review meetings,sending out letters of authority, liaising with pensions and investment companies and ad hoc duties.If this is of interest to you, please contact Camilla Howden for further information.

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IFA ADMINISTRATOR (wealth management) - Harrow - c 25/26k, excellent opportunity for a Graduate Related Jobs

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