IFA Administrator (progress to Paraplanner) - Oxted - To £27.5k, 10% Bonus, Study Support plus...

Posted 26 March by Financial Divisions
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plus 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

** Be part of a well-established professional team where emphasis is placed on your development and wellbeing.

** Excellent opportunity to progress your career with guidance and effective mentoring.

** Full Admin involvement supporting 2 Advisers.

** Role encompasses 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.

To register your interest, contact Camilla Howden.

Reference: 52383123

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