IFA ADMINISTRATOR ( route to Paraplanner), London, to £34k, great benefits package, Hybrid working - Financial Divisions : Job Details

IFA ADMINISTRATOR ( route to Paraplanner), London, to £34k, great benefits package, Hybrid working

Financial Divisions

Job Location : London, UK

Posted on : 24/02/2025 - Valid Till : 07/04/2025

Job Description :

To £34k, great benefits package includes hybrid working, personal development plan, season ticket loan, study support, career progression, sociable environment.

Exciting opportunity for an experienced IFA Administrator looking to join a busy and vibrant London wealth management team with a clear route into paraplanning. Due to internal promotion, we are in search of a talented and focussed individual looking to progress their career further. Opportunity Highlights

** Join the team which supports several high billing Advisers

** Very interesting portfolio of HNW Clients

** Varied role includes processing new Business, maintaining compliance, fund switches , valuations, provider liaison, diary management, organising and attending client meetings, managing ongoing client review process.

** As you progress you will have the opportunity to start writing suitability letters with exposure to technical queries.

** Opportunity to progress towards paraplanning

** Full Study support offered

** Join a very sociable team of likeminded professionals offering a great work/life balance

** Will suit an experienced IFA Administrator looking to progress into Paraplanning with c 18 months’ experience and evidence of R0 success

** Full structured mentoring and learning programmes for all staff.

** Excellent list of benefits

Please contact Camilla Howden at Financial Divisions to discuss this role in greater detail

Salary : 29000 - 34000

Apply Now!

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