plus excellent career opportunity, superb benefits package includes full study, personal development plan, season ticket loan
Are you looking to join a London based firm where you have the opportunity to progress you career through to Paraplanning with a personal development plan set for you? My Client, a vibrant, dynamic business, is offering this opportunity to a talented individual with c 12-months relevant IFA/Financial planning Admin experience.
Opportunity Highlights
** Be part of a team supporting HNW Clients
** Enjoy being part of a very sociable team.
** Ideal opportunity for an IFA Administrator looking to carve a career in wealth management.
** Full involvement with the entire end to end admin function
** Full Client contact
** Role will involve processing new business, processing fund switches, maintaining compliance, production of illustrations, valuations, working with providers, organising client meetings and managing diaries
** My Client is looking to offer this new opportunity to an experienced IFA Administrator with a minimum of 12 months relevant wealth management experience to join a vibrant, productive team within their London Office. Supporting a team of high billing Advisers, you will be part of a likeminded team of professionals with the opportunity to develop your skills further towards paraplanning.
** Full study support on offer for RO exams
** As you develop you will be involved in writing suitability letters with exposure to technical queries.
** Full structured mentoring and learning programmes for all staff.
Please contact Camilla Howden to view the job spec