SENIOR IFA ADMINISTRATOR/JUNIOR PARAPLANNER - London - to c £36/38k top benefits package
SENIOR IFA ADMINISTRATOR/JUNIOR PARAPLANNER (Technical, career progressive role) - London-Excellent hybrid working pattern - Salary to c £36/38k, top benefits package
My Client is a highly respected award-winning independent Financial Advisory Firm who are offering this incredible opportunity to a progressive and dynamic IFA Administrator to join this established and successful team and develop further towards Paraplanning. This is a thriving successful business where you will feel very much included from your first day and totally valued for your hard work and commitment.
Opportunity Highlights
** New opening within a Client facing team as Junior Paraplanner/Technical Administrator
** Full progression to Paraplanner
** Provide support in delivering holistic planning, technical support to a growing HNW client portfolio.
** Cashflow planning, Trades & Portfolio rebalancing, Deal with complex technical Client queries, assist producing suitability letters, obtain illustrations, prepare and attend Client meetings
** Working towards CII Diploma with 2 to 3 RO exams achieved or more.
** Firm offers excellent Paraplanning training programme.
** Develop further your technical understanding.
** c 3 years IFA Admin with HNW experience required
** Experience of Voyant and IO
If you are interested in joining this team, please contact Camilla Howden.
Reference: 52352115
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