plus excellent list of benefits listed below

Amazing opportunity for an experienced IFA Administrator to join an award–winning independent London based firm with a truly professional team providing holistic Financial Advice to their HNW Clients. Having worked with this London client for several years, we have seen the excellent results of internal promotions opening opportunities for further dynamic individuals to join this exciting business.

Opportunity Highlights

Excellent opportunity to join a fun, energetic London Financial planning team.

Will suit either a Graduate with 12/15IFA Admin experience or an experienced career Administrator.

Varied role which will develop as you settle to encompass processing new Business, maintaining compliance, fund switches , valuations, provider liaison, diary management, organising and attending client meetings, managing ongoing client review process.

Progress to start writing suitability letters and handle more technical queries.

Full study support for RO exams, full structured mentoring and learning programme on offer.

Benefits include full study, excellent induction, personal career development, gym membership, hybrid working, DIS, Health cover, season ticket loan, team socials

To discuss this excellent opportunity, contact Camilla Howden.