IFA ADMINISTRATOR (to Paraplanner) - London-very good hybrid working

very comprehensive benefits package, personal development plan

Excellent opportunity for a technically strong IFA Administrator to progress through to Paraplanner having already started studies towards the Level 4 Diploma ( 2 RO papers passed). My Client is an award winning highly regarded business providing independent holistic advice to their growing HNW portfolio of Clients.

Opportunity Highlights

New opening offering progression to paraplanning

Join a Client facing team with the opportunity to attend meetings.

Provide technical support in delivering holistic planning a growing HNW client portfolio.

Diverse technical role including cashflow modelling ( voyant), fund rebalancing, suitability letter writing, illustrations, dealing with complex queries and preparing for client meetings

Feel totally included from your first day and totally valued for your contribution.

Excellent hybrid working pattern to provide you with a perfect work/life balance.

Will suit an experienced IFA Administrator ( 2+ years min) with evidence of RO success.

Please email Camilla Howden to arrange a call.