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IFA Support Specialist
2 months ago
£28,000 - £32,000 + Comprehensive Training + Career Advancement + Performance Bonus + Professional Qualifications + Employee Benefits
About the RoleAre you an experienced IFA Administrator or in a similar role, seeking to join a reputable Independent Financial Advisory firm? This position offers tailored training and support to help you progress from an administrative role to a Paraplanner and potentially to a Financial Advisor.
Key Responsibilities- Preparation and distribution of client annual review documentation.
- Management of client data and upkeep of back-office systems.
- Issuing periodic suitability letters to clients.
- General administrative tasks to support the advisory team.
You will receive comprehensive training and the opportunity to obtain qualifications that will enhance your career trajectory.
Work EnvironmentThis role is an excellent opportunity to join a dynamic and expanding Financial Advisory firm, where you will collaborate with a dedicated team focused on financial planning and wealth management.
Ideal CandidateThis position is well-suited for an IFA Administrator eager to advance their career within a successful and established Independent Financial Advisory firm, with ongoing training and support available for professional growth.
Additional InformationBy considering this opportunity, you acknowledge the terms and conditions, privacy policy, and disclaimers available on our website.
