Financial Planning Administrator/ifa Administrator - Banstead, United Kingdom - Financial Divisions

Financial Divisions
Financial Divisions
Verified Company
Banstead, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

plus full study package and career development


My Client, a boutique wealth planning firm, has been in operation for almost 3 decades and due to their excellent reputation are going through a period of rapid growth resulting in the need for an additional member to the support team.


Opportunity Highlights

  • The 3 Advisers are supported by a full admin and paraplanning team
  • Advice is provided across Pensions, Investments, Mortgages, Protection and Tax Planning
  • They provide full market advice
  • Your role with include end to end administration for new business, meeting and greeting clients, writing LOAs, resolving client nontechnical queries, collecting documentation from clients prior to meetings, producing basic suitability reports and supportingparaplanners as required
  • This role will suit an IFA Administrator with a minimum of 6 months relevant experience looking to progress their career
  • Full study support is provided for RO exams
  • Excellent personal support to employees re wellbeing and achievement of personal goals
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