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SalaryMy client is a dynamic and forward-thinking Independent Chartered IFA Firm in Sevenoaks, who due to expansion are looking to take on a versatile IFA Administrator who is looking to take on a new challenge in a technical administration role with a highly recognized and well - established IFA.
You will be supporting the Chartered advisers in the Company with administration across pensions, investments, and protection. The role is varied, and you will be actioning fund switches, dealing with 3rd party providers, illustrations, LOA; s and valuations and preparing client meeting packs.
This is an amazing opportunity to truly enhance your knowledge and skills in the industry and working with UHNW client cases. Full study support will be provided and medium to long-term progression.
The Company offers excellent benefits and full study support to help you grow and develop your skills and fully support you to help you achieve your career aspirations. The role would suit an IFA Administrator with 6 months plus experience within Wealth Management as an IFA Administrator, and have some knowledge of pensions, investments, and protection.
If you are looking for a new and exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions
