Full job description*Financial Administrator - Chartered IFA
*City of London offices - near Bank Tube Station
*£28k - £32k basic salary plus benefits package
*6 – 12 months of experience needed as a minimum
*Full training and study support towards Level 4 diploma
My client is a Chartered boutique wealth planning business with offices across in the the City of London who have been operating for 20 years with significant financial backing and £20bn AUM. I have met the Directors and placed close to 30 staff into the business including administrators, paraplanners, advisers and mortgage professionals. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators. Many of their clients fall into the HNW category with over £2m of assets to invest.
Due to an internal promotion to a paraplanner role. A vacancy has come available for a Financial Administrator with 6 – 12 months of experience in financial services (ideally wealth management) who can administer all the necessary client services and back-office administration from start to finish. You will report into a Team Leader/Manager, and you will work in a team of 6 other administrators. Experience using Intelligent Office is highly advantageous, but full training will be provided. There is a route to becoming a paraplanner after 12 - 18 months once you are established.
Contact Peter Fozard at Financial Divisions.