Administration Support to The Financial Adviser
5 days ago
**plus Hybrid, Study, Career progression**
My client is a London based independent Chartered Financial Planning and Wealth Management firm now running in its 3rd decade of successful operation. As the result of growth due to increased business, they are looking to offer this opportunity to an IFAadministrator with c 18 months + experience of supporting a very busy Financial Adviser and Paraplanner.
**Opportunity Highlights**
- Excellent opportunity to either excel your administrative skills further or progress through to paraplanning
- Study support will be provided for the CII Diploma ( RO exams)
- Aim of the role is to free up the Paraplanners time by focussing on the administrative functions from onboarding of clients through to completion and ensuring all technical and data aspects are delivered to the highest standard
- Liaising with providers, preparing meeting documentation, solving client queries and processing new business enquiries, track existing business, creating ad hoc management reports, and running management reports
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London, United Kingdom Financial Divisions Full time**Overview** Due to outstanding performance over many years, my Client, a Chartered Wealth Advisory Firm providing strategic planning and investment, is looking to expand its administrative function with the addition of a further member to the team. This is an excellentopportunity as an experienced IFA Administrator to grow your skills further whilst...
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