£22K/yr to £27K/yr
England, United Kingdom
Permanent, Variable

IFA ADMINISTRATOR (progress to Paraplanner) - Westerham - To c £27k, 10% Bonus plus...

Posted by Financial Divisions.

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.