Fin. Planning Assistant (Genuine route to Adviser/Planner) - Central London - Up to £38k + ...

Plus : bonus and excellent benefits

The Opportunity

A genuine, progressive opportunity has arisen within our client, a highly regarded IFA and Investment Management practice offering Independent whole of market advice to private clients and their families, as well as to charities and businesses. Supporting a high achieving adviser, they are looking for a talented, ambitious IFA Administrator to provide support and fully develop their career, moving into Paraplanning and then with the support of the business becoming a trusted adviser in the business. This is a client-facing business and will provide excellent exposure to help with your training and progression. You will gain experience in complicated financial planning solutions and investment selection/portfolio management and research.

The Role

As an experienced IFA administrator, your duties will include (but are not limited to):

Acting as a point of contact for clients and providers

Preparing portfolio valuations/reviews and packs for client reviews and meetings

Scheduling and managing client meetings

Collating suitability report packs and ensuring all regulatory requirements are met

Prompt and compliant submission of new business

Managing pipeline business

Maintaining new business and existing records on the firm’s back-office system (Intelliflo Office)

Screening and dealing with the adviser’s email, post, and calls where appropriate

Ad-hoc tasks and projects for the wider practice team

About you

As an experienced Wealth Management or IFA Administrator you will have proven experience working in a wealth management or a financial services environment and will have a working knowledge of the sector. You will be able to detail a track record in supporting Advisers/Paraplanners as well as be able to demonstrate strong communication skills. In addition you will be self-motivated and a good team player and possess the following:

Experience of liaising with product/investment providers and platforms

Excellent grammar, spelling, and punctuation

Excellent interpersonal and communication skills

Ability to work as part of a team but also to work unsupervised with a high level of self- motivation

Excellent time management and organisation skills

Ability to work to tight deadlines

IT skills including MS Office (Outlook, Excel, Word, OneNote, Teams) and the ability to pick up new software/programs quickly

Experience with the Transact and AJ Bell platform

Good knowledge and recent experience with the Intelliflo (IO) back-office system

Relevant exam experience; R01 through R06

In summary

This opportunity is one of the most progressive roles that we are currently handling, giving a talented IFA Administrator the opportunity to join a superb employer in the Wealth Management sector and genuinely be supported to develop a career path into advice should this be a desired direction. We expect a high level of interest in this role due to the nature of the opportunity therefore please apply promptly!

If this opportunity is of interest, please contact Jim Maddison