Junior Ifa Administration - Farnborough, United Kingdom - Financial Divisions

Financial Divisions
Financial Divisions
Verified Company
Farnborough, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

My client is a dynamic and forward-thinking Independent IFA Firm in Farnborough, who due to expansion are looking to take on a versatile and experienced IFA Administrator who is passionate about what they do.

This role will offer full career progressionand support you in becoming a Paraplanner.

You will be supporting the advisers in the company with support across pensions, investments, and protection.

The role is varied, and you will be actioning fund switches, dealing with 3rd party providers, illustrations, LOA; s and valuations and writingbasic suitability reports.


This is an amazing opportunity to work with very talented and experienced Advisers, who are ambitious and successful and will provide you with mentoring and you will be able to learn so much by working very closely with them.


The Company offers excellent benefits including unlimited holidays, and full study support to help you progress into a more technical Paraplanner role and hybrid working pattern.

You must be working towards your Level 4 diploma to be considered for thisrole.


If you are looking for a new and exciting challenge in Wealth Management, then please do send your CV to Sarah Austin-Peggs at Financial Divisions.

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