Ifa Admin Support - 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 London based independent Chartered Financial Planning and Wealth Management firm now running in its 3rd decade of successful operation.

As the result of growth due to increased business, they are looking to offer this amazing opportunity toan IFA administrator with only c 12 months with experience of supporting a very busy Financial Adviser and Paraplanner.

Opportunity Highlights
**Be part of a very close well looked after team with a very supportive top billing Financial Adviser
**Excellent opportunity to either excel your administrative skills further or progress through to paraplanning
**Study support will be provided for the CII Diploma ( RO exams)
**3 to 4 days working from home
**Aim of the role is to free up the Paraplanners time by focussing on the administrative functions from onboarding of clients through to completion and ensuring all technical and data aspects are delivered to the highest standard
**Liaising with providers, preparing meeting documentation, solving client queries and processing new business enquiries, track existing business, creating ad hoc management reports, and running management reports
If you are interested in discussing this opportunity further, please call Camilla Howden for a call back from me.