Ifa Administrator - London, United Kingdom - Financial Divisions

Financial Divisions
Financial Divisions
Verified Company
London, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

plus £1000 bonus for each exam passed


My client is a boutique successful financial planning firm based close to Victoria station and due to acquisition of another business are looking to recruit an additional IFA Administrator.

This is a golden opportunity to join a supporting team of professionalswhere you will be able to grow your skills further and pass further RO exams with a £1000 bonus on every pass.

Opportunity Highlights

  • You will have the opportunity to support and gain guidance from the main and top billing Adviser
  • This role will suit an individual with c 12 months wealth management experience looking for their next step in the industry
  • Opportunity to work 2 days from home
  • Excellent development opportunitystudy support and great exam success bonus
  • Clients include city professionals, retirees, accumulators, and business owners
  • Advisers focus on investments, pensions, estate/ tax planning and protection
  • Your initial duties will involve a variety of administrative tasks including onboarding clients, preparing meeting packs for client meetings, assisting the Paraplanners and Advisers with LOAs, liaising with providers, ensuring all documentation is availablefor meetings and resolving any client nontechnical queries.
To find out more, please contact Camilla Howden to book a call with me about this role
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