Technical Ifa Administrator - London, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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

This role will offerfull career progression and support you in becoming a Paraplanner.

You will be supporting the adviser in the Company with technical support across pensions, investments, IHT, estate planning and protection.

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

Intelligent Office (IO) experience would be an advantage.

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

You will have full client exposurefrom attending meetings and building relationships with clients.

The Company offers excellent benefits, very generous bonus, and full study support to help you progress into a more technical Paraplanner role.

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

If you are looking for a new and exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions