plus study support, exceptional holiday allowance, bonus amongst other benefits
Amazing opportunity for an IFA Administrator to broaden your Admin skills with full study support, as part of an exceptional benefits package with the support of a dedicated management team to help you reach your personal goal.
Opportunity Highlights
Fully supportive and sociable team
Excellent mentoring and personal development plan offered.
Varied role including preparing valuations, supporting documentation for client review meetings, performing fund switches and rebalances, applications for client new business, uploading new business proposals and handling client, provider, adviser and paraplanner queries.
Will suit an IFA Administrator who enjoys a busy workload and variety in their working day
Ideal opportunity for an IFA Administrator with a minimum of 12 months experience
Full study support provided for RO exams.
Send your cv to Camilla Howden.