IFA Administrator (1 year of experience needed) with a route to being a Paraplanner
Central London - Boutique IFA - £30k - £33k
Benefits package - Offices near Waterloo Station
Hybrid working after training and onboarding
My client is a boutique financial advice business who have been operating that have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across London and the home counties. The business has 5 Advisers who manage £300m AUM with retirees, City professionals, families with varying levels of assets.
A vacancy has been created within the business for Financial Administrator due to one of the team being promoted internally and this role will be working on the "New Business" team. The role will suit an experienced Financial Administrator with at least 1 year of administration experience who is well versed on end-to-end admin in a wealth planning firm. However if you aspire to step into a more technical role in good time then the Directors are happy to support you with this. The role will be based in the office based during your induction and onboarding then you will be allowed to work from home. You will be allocated a selection of Advisers to support and administer on their behalf administrative support.
A very secure and rewarding role is on offer with an excellent benefits package. The Directors are looking to offer between £30k - £33k basic salary depending on your experience levels. They will carve out a route to you becoming a paraplanner with a tailored development and study support plan and CPD opportunities.
If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions.