FINANCIAL PLANNING ASSISTANT (6 months wealth management experience)-Westerham-c £25/27k plus..

plus Bonus, full study, hybrid working

New Opportunity within a growing business! If you're an IFA Administrator with 6-12 months of relevant wealth management experience, we have the perfect role for you. Our Client is a growing Financial Planning firm and are now looking for an IFA Administrator to join our professional team in the Westerham area, with the opportunity to progress your career through to Paraplanning.

As an IFA Administrator, you'll have full admin involvement supporting 2 advisers, 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 operations.

In return for your hard work, this wonderful team offer full study support, a personal development program, an excellent social environment, a bonus, and hybrid working. Emphasis is placed on your development and wellbeing, and you will be provided with guidance and effective mentoring to help you progress your career.

If you're interested in this exciting opportunity, please contact Camilla Howden.