Financial/ifa Administrator
2 weeks ago
**plus inhouse mentoring, team socials, DIS, Health cover, Season ticket loan**
Having worked with this London client for several years, we have seen the excellent results of internal promotions opening opportunities for experienced Financial/IFA Administrators to join this exciting business. As an independent, award winning firm, thisprofessional well organised team provide holistic independent financial advice to HNW Clients building long term relationships based on trust.
- Supporting high billing Advisers
- Processing new Business, maintaining compliance, fund switches, valuations, provider liaison, diary management, organising and attending client meetings
- Managing ongoing client review process
- Opportunity to start writing suitability letters and handle more technical queries
- Ideal opportunity to develop your IFA Admin skills to progress to Paraplanner
- Evidence of RO exam success with full study support
- Great mentoring programme
This opening will provide an excellent platform for development for a result driven, analytical, and tenacious individual with RO exam success to date who is keen to develop their career within this high-profile firm with definite career progression, increasedearning potential and a full list company benefits within a sociable and professional working environment. Starting salary £30-32k with gym membership, study, inhouse mentoring, team socials, DIS, health cover, season ticket loan
**Send you Cv to Camilla Howden at Financial Divisions.
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Financial Planning Administrator
2 weeks ago
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Financial/ifa Administrator
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London, United Kingdom Financial Divisions Full time**plus career progression, weekly free study time** My client, with an excellent reputation in the area is an established practice which takes pride in providing expert financial planning advice to Private Clients and their families thus building and then maintaining strong client relationships. Due to anincrease in their volume of business, they are now...
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Senior Ifa Administrator
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London, United Kingdom Financial Divisions Full time**plus study, hybrid, career progression** Are you an experienced senior IFA Administrator looking for an opportunity to lead a small team? My client is a boutique independent wealth management firm with their offices in the City and is offering this superb opportunity to shadow, learn and developpeople management skills to a progressive and enthusiastic...
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Ifa Administrator
3 days ago
London, United Kingdom Financial Divisions Full time**Overview** My Client, a Chartered Wealth Advisory firm, provides strategic planning and investment advice, is looking to offer this opportunity to an experienced IFA Administrator due to its continued expansion demonstrating outstanding performances over the years. **The role** As an IFA Administrator, you will be involved in the following tasks...
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Junior Paraplanner/ifa Administrator
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London, United Kingdom Financial Divisions Full timeA dynamic and forward-thinking Independent Wealth Management Firm require an IFA Administrator/Junior Paraplanner to join their team in London. My client offers a structured career path for their employees, and you are encouraged to study your industry qualifications to become diploma qualified. As a Graduate IFA Administrator/Junior Paraplanner, you will...
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Financial Services Administrator
3 days ago
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Ifa Administrator
3 days ago
London, United Kingdom Financial Divisions Full time**Overview** My Client, a Chartered firm of Independent Financial Advisors, are looking to offer this exciting opportunity to an ambitious and proactive Financial Administrator or junior Paraplanner to take on a progressive role with a definite path to a future Advisorrole. As a growing and ambitious firm based in prestigious offices in central London,...
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Ifa Administrator
1 week ago
London, United Kingdom Financial Divisions Full timeAn Independent, Boutique Wealth Management IFA client is looking for an IFA Administrator/ Junior Paraplanner to join their team in London. The role will be based 3 days in the office and 2 days from home. They are very well respected in the Wealth Managementspace and due to continuous growth are now looking for an IFA Administrator/ Junior Paraplanner to...
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Financial Planning Administrator
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London, United Kingdom Financial Divisions Full time**Financial Planning Administrator - IFA Firm - £30k - Central London - Full study support and training to be a paraplanner** Are you a Financial Administrator working within a financial planning or advice practice? Are you looking for a new role with a medium sized practice? Does a company that offers full study support and training sound of interest? My...