plus Study Support, DIS, PMI, excellent holiday allowance plus extra Christmas Close
This is the perfect opportunity for an IFA Administrator with 6 -12 months relevant wealth management experience to join a growing business where you will be offered training and support to further develop your career through to Paraplanning. The business is now into a new decade and focusses on providing advice to HNW Clients with investable assets in excess of £1m.
Opportunity Highlights
Provide full Admin support to 2 Advisers as part of a very friendly team culture.
Strong balance between career development and personal well bring to help you maximise your potential.
Varied tasks include drafting Letters of Authority, and Valuation, creating full meeting packs, preparing annual reviews, liaising with providers, processing new business and ensuring smooth admin back-office operation.
Full study support, personal development programme, excellent social environment, bonus, and hybrid working.
Only 6 months wealth management experience required
To register your interest, contact Camilla Howden.
