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FINANCIAL ADVISER ADMIN SUPPORT (progress to Paraplanner) - Stansted - To £33k plus...

Job LocationStansted
EducationNot Mentioned
Salary£27,000 - £33,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

plus Bonus to 10%, 33 days holiday including bank holidays, full study support, DIS, Medical Cash PlanMy Client, an independent firm of Financial Advisers believes in true wealth management and provides expert advice to HNW Professionals, accumulators reirees and their families. With an excellent reputation in the area gained over many years they now needto strengthen their IFA Admin TeamOpportunity Highlights

  • Exceptional opportunity for an experienced IFA Administrator to join this successful business.
  • Progression to Junior Paraplanner upon 3 RO exam passes.
  • Advice is provided acrosspensions, investments, tax planning, IHT planning, protections, and more complex advice such as VCT & EIS.
  • You will work closely with an experienced Paraplanner and 2 high billing Advisers.
  • Full involvement with processing new Business, maintaining compliance, fund switches , valuations, provider liaison, diary management, organising and attending client meetings, managing ongoing client review process.
  • Full study support for RO exams and mentoring programme
To be considered for this opportunity contact Camilla Howden.

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FINANCIAL ADVISER ADMIN SUPPORT (progress to Paraplanner) - Stansted - To £33k plus... Related Jobs

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