plus Bonus, Pension, Study, career development
My Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onboarding process from start to completion.
Job highlights
- Business has been in operation for over 2 decades across wealth and mortgage matters.
- Supporting a successful high billing Financial Adviser
- Clients include HNW and UHNW Private Individuals.
- Your role will involve obtaining Clients' financial details, writing LOAs, valuations, onboarding new clients, conducting AML checks, liaising with product providers, and preparing all meeting documents and necessary resources.
- Suitable for a IFA/Financial Administrator with the opportunity to progress their technical skills
- Study support provided if required for the CII Level 4 Diploma ( RO exams)
- Excellent team atmosphere
To find out more, please email Camilla Howden.