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+ hybrid working, personal development plan, season ticket loan, study support, career progression.
My Client is looking to offer this new opportunity to a talented, dynamic individual who can demonstrate already acquired wealth management experience to join their 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 ( c£33/34k), a Graduate with c 12 months IFA Admin experience ( c £30/31k) or a junior IFA Administrator with c 6 months experience ( c £28k).
** 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.
