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Plus: excellent career opportunity, superb benefits package includes full study, personal development plan, season ticket loan
Amazing opportunity for an experienced IFA Administrator to join an award-winning independent London based firm with a truly professional team providing holistic Financial Advice to their HNW Clients. Having worked with this London client for several years, we have seen the excellent results of internal promotions opening opportunities for further dynamic individuals to join this exciting business. Are you looking to join a London based firm where you will have the opportunity to progress you career through to Paraplanning with a personal development plan set for you? Our client has developed an excellent reputation for delivering expert, bespoke and referral only independent financial advice. They are offering this opportunity to a talented individual with c 12-months relevant IFA/Financial planning administration experience.
Opportunity Highlights- Financial Administrator
** Be part of a team supporting HNW Clients
** Enjoy being part of a very sociable team.
** Ideal opportunity for a Financial Administrator looking to carve a career in wealth management.
** Full involvement with the entire end to end admin function
** Full Client contact
** Role will involve processing new business, processing fund switches, maintaining compliance, production of illustrations, valuations, working with providers, organising client meetings and managing diaries
** My Client is looking to offer this new opportunity to an experienced Financial 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.
** Full study support on offer for RO exams
** As you develop you will be involved in 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 or other positions, contact Sam at Financial Divisions
