Address
Form of work
Salaryplus great benefits package includes, hybrid working, personal development plan, season ticket loan, study support, career progression.
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.
Opportunity Highlights
** Working closely with HNW Clients
** Be part of an energetic, productive team of professionals
** Opportunity to build a strong social network.
** Will suit either a Career Administrator or a Graduate with c 12 months IFA Admin experience.
** Varied role which will develop as you settle to encompass processing new Business, maintaining compliance, fund switches , valuations, provider liaison, diary management, organising and attending client meetings, managing ongoing client review process.
** Full study support on offer for RO exams if required.
** Opportunity to start writing suitability letters with exposure to technical queries.
** Full structured mentoring and learning programmes for all staff.
If you would like to discuss this opportunity in more detail, contact Camilla Howden.
