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Entry Level/ Junior Ifa Administrator
2 months ago
Taylor James are partnered with one of London’s most exclusive firms of financial planners to appoint an **entry level/ junior administrator** to join the team on a permanent basis.
Our client offers true holistic financial planning to HNW clientele, delivered by a highly impressive team of professionals.
Duties & responsibilities will include**:Full job spec is available on request**
- To provide support to Paraplanners & Financial Planners
- To be the first point of contact for clients
- Ensuring that financial transactions are completed correctly & compliantly
- Preparing for client review meetings
- Acquiring client portfolio valuations
- 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.
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