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Join a HNW Client Facing team
Excellent benefits package includes hybrid working, personal development plan, season ticket loan, study support, career progression, sociable environment.
Superb opportunity for a talented dynamic individual with 1 to 2 years IFA Admin experience to join this vibrant, London based firm of Financial Planners where their reputation has contributed to their growth and success in the London market.
Opportunity Highlights:
** This role offers an opportunity to progress towards paraplanning with study support on offer.
** This team supports several high billing Advisers working with HNW Clients
** Excellent sociable environment
** Will suit a Graduate with c 12 months IFA Admin experience or an Administrator with 1 to 2 years’ experience looking for a fresh challenge.
** Opportunity to build a strong social network.
** As you grow your skills your role will broaden and will include processing new Business, maintaining compliance, fund switches , valuations, provider liaison, diary management, organising and attending client meetings, managing ongoing client review process.
** Opportunity to start writing suitability letters with exposure to technical queries as you progress.
** Full structured mentoring and learning programmes for all staff.
** Full hybrid working option available after initial training period.
Please send your CV to Sam Negbenebor at Financial Divisions.
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