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Financial Planning Administrator/ifa Administrator

4 weeks ago

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 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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