Company

Financial DivisionsSee more

addressAddressSouth East
type Form of workPermanent, full-time
salary Salary£30,000 - £35,000 per annum
CategoryBanking

Job description

My client is a dynamic and forward-thinking Independent, Chartered IFA Firm in London, who due to expansion are looking to take on a versatile IFA Administrator who is looking to carve out a career in Wealth Management. This role will offer full career progression and support you with your exams and help you grow in your knowledge and skills.

You will be responsible for administration across pensions, investments, and protection. The role is varied, and you will be dealing with 3rd party providers, illustrations, LOA; s and valuations, fund switches and ensuring all documentation is compliant. There will be some basic report writing and the opportunity to be part of an internal paraplanning training hup to support your career growth.

This is an amazing opportunity to work with a talented group of people, who are successful and happy to mentor, nurture and develop new starters. You will be part of a dynamic and friendly team. The role is fully hybrid with 2 days in the office and 3 days remotely.

The Company offers excellent benefits, very generous bonuses, and full study support to help you grow and develop your skills and fully support you in achieving your career aspirations. You must have excellent communication skills, good academics, and minimum of 18 months experience alongside passed at least 1 RO exam.

If you are looking for a technical IFA Administration role and a new exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions

Refer code: 3103504. Financial Divisions - The previous day - 2024-03-28 21:40

Financial Divisions

South East
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