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.
Reference: 52462886
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