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 non-technical queries, collecting documentation from clients prior to meetings, producing basic suitability reports and supporting paraplanners 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
To discuss this role in more detail, please call Camilla Howden on 07834 853514 or email me on [email protected] with your cv to arrange a call back