IFA ADMINISTRATOR (progress to Paraplanner) - Westerham - To c £27k, 10% Bonus plus...

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.