Entry Level/ Junior Ifa Administrator
5 days ago
Taylor James are partnered with a chartered firm of financial planners based in the city of London who are looking to appoint an **entry level/ junior administrator** to join the team on a permanent basis.
Our client offers true holistic financial planning to HNW & UHNW clientele.
This is a first class opportunity to develop a career within wealth management.
Duties & responsibilities will include**:Full training will be provided**
- Supporting a Chartered Financial Planner & wider team.
- Acquiring client portfolio valuations
- Liaising with product providers
- Actioning LOAs
- To assist with the preparation of client facing reports
- Adhere to internal processes & external compliance requirements
- Provide regular feedback and updates to the team
- Recent graduate (desirable)
- Some relevant industry experience (desirable)
In return this entry level role is offering a basic salary of c £26,000 (negotiable) + full study support.
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
**Job Types**: Full-time, Graduate, Permanent
**Salary**: £22,000.00-£28,000.00 per year
**Benefits**:
- Flexitime
- Profit sharing
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Work Location: Hybrid remote in London
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