If you are fed up of the commute into central London and perhaps looking for some work more local to home in Potters Bar, perhaps this role may be of interest? We are delighted to offer a opportunity to work with this well run, professional IFA practice, who has an excellent record as both an employer and as a provider of conscientious, ethical and holistic advice on wealth management services. They are looking to employ a wealth planning administrator who has previous experience of working within an IFA Practice or within the wider world of Wealth Management and who would like to pursue a long a rewarding career as an Independent Financial Advisor in the long run.
The job role offers excellent career opportunities, with long term plans to train you and educate you on your path towards becoming an IFA or a Paraplanner, providing full study support towards your diploma in financial planning.
Your role will be to handle the administration behind pensions, investments and other financial services products and services, as well as communicating with clients, preparing reports for client review meetings and other ad hoc tasks associated with the role.
About you and your experience:
This is an administrative role, but not an entry level one, so ideally you will have had some experience of working in an administrative role within a wealth management or IFA practice previously and have a good grasp and understanding of the workings of a financial advisor's role. You may also have taken steps towards getting your Diploma in Financial Planning or have a keen desire to do so.
If you are interested in discussing this role further (ie who the employer is and their exact location) please contact me with a copy of your CV and a time when it is convenient for me to call you.