Ifa Administrator
2 weeks ago
My Client, a boutique wealth planning firm, has been in operation for almost 3 decades and due to their excellent reputation are going through a period of rapid growth resulting in the need for an additional member to the support team.
Opportunity Highlights
- The 3 Advisers are supported by a full admin and paraplanning team
- Advice is provided across Pensions, Investments, Mortgages, Protection and Tax Planning
- They provide full market advice
- Your role with include end to end administration for new business, meeting and greeting clients, writing LOAs, resolving client non-technical queries, collecting documentation from clients prior to meetings, producing basic suitability reports and supportingparaplanners as required
- This role will suit an IFA Administrator with a minimum of 6 months relevant experience looking to progress their career
- Full study support is provided for RO exams
- Excellent personal support to employees re wellbeing and achievement of personal goals
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Banstead, United Kingdom Financial Divisions Full time**plus full study package and career development** My Client, a boutique wealth planning firm, has been in operation for almost 3 decades and due to their excellent reputation are going through a period of rapid growth resulting in the need for an additional member to the support team. **Opportunity Highlights** - The 3 Advisers are supported by a full...
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Trainee Financial Planner
4 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeType of Position: Trainee Financial Planner - Banstead Pay: £30k Trainee Financial Planner - Banstead We are working with a superb wealth management firm based in Banstead, Surrey who have the opportunity for a Trainee Financial Planner to join their team. They are offering the chance to train with their team to become a fully qualified adviser. You...
