Financial/ifa Administrator

1 week ago


London, United Kingdom Financial Divisions Full time

**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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