Employer: Financial Divisions Salary: £35,000 – £39,000 per annum Date Added: 15/12/2023
with excellent benefits package, personal development plan into paraplanning
We are currently working with a very impressive London based Client where they enjoy a great work/life balance. They are a dynamic talented team of professionals who take pride in the sophisticated service they provide to their clients and are now looking to offer this exceptional opportunity to an experienced IFA Administrator who enjoys controlling the Advice process to ensure a first-class Client journey.
Opportunity Highlights
** This opportunity combines Client services, the ongoing review process business processing and general PA/Admin support.
** Provide direct support to a high billing Director /Adviser with an established portfolio of HNW Clients
** Great variety from diary management, gathering information, portfolio valuations, illustrations, collecting documentation to sending out LOAs and liaising with Providers.
** Be part of a fast-growing boutique independent Financial Planning firm
** Current IFA Admin experience essential
** Report writing exposure beneficial.
** Study support offered for RO exams if required.
** Excellent opportunity to progress into Paraplanning.
To discuss this opportunity further, please contact Camilla Howden.
