IFA ADMINISTRATOR (to Paraplanner) - London-very good hybrid working pattern-to c £35/36k plus...

Posted 12 April by Financial Divisions
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very comprehensive benefits package, personal development plan

Excellent opportunity for a technically strong IFA Administrator to progress through to Paraplanner having already started studies towards the Level 4 Diploma ( 2 RO papers passed). My Client is an award winning highly regarded business providing independent holistic advice to their growing HNW portfolio of Clients.

Opportunity Highlights

** New opening offering progression to paraplanning

** Join a Client facing team with the opportunity to attend meetings.

** Provide technical support in delivering holistic planning a growing HNW client portfolio.

** Diverse technical role including cashflow modelling ( voyant), fund rebalancing, suitability letter writing, illustrations, dealing with complex queries and preparing for client meetings

** Feel totally included from your first day and totally valued for your contribution.

** Excellent hybrid working pattern to provide you with a perfect work/life balance.

** Will suit an experienced IFA Administrator ( 2+ years min) with evidence of RO success.

Please email Camilla Howden to arrange a call.

Reference: 52462289

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