Ifa Administrator - London, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

London, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

plus great Bonus and a list of benefits

My Client, based in the City has advised and continuously supported an extremely loyal client base with whole of market advice across many years.

As a very reputable firm they provide on going advice to Private Clients, their families and city-based accumulatorsand are now in need of an experienced IFA Administrator to join their productive and well-established admin support team who is looking now to develop their skills further towards becoming a successful Paraplanner.

Opportunity Highlights

This is an excellent platform for your development
Provides full study support for the CII Level 4 Qualification
Current IFA Admin experience is essential
Advice is provided across pensions, investments, and protection
This role offers you experience of working with HNW Clients
Your responsibilities with range from new business processing, fund switches, gaining quotations for planning reports, gathering information to assist paraplanners in constructing suitability reports, overseeing admin tasks as a senior member of the teamthrough to producing valuations, carrying out research and assisting with cashflow modelling
2 Days at home with Bonus and excellent benefits

If you are an ambitious individual who is looking for a progressive opportunity, please contact Camilla Howden to arrange a call back.