TECHNICAL IFA ADMINISTRATOR / JNR PARAPLANNER - London - Hybrid - to c £38/40k, top benefits package
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- England,London
- full-time
- £38,000 - £40,000 per annum
Job Description:
TECHNICAL IFA ADMINISTRATOR / JNR PARAPLANNER ( career progressive role)
My Client is a highly respected award-winning independent Financial Advisory Firm who are offering this incredible opportunity to a progressive and dynamic IFA Administrator to join this established and successful team and develop further towards Paraplanning. This is a thriving successful business where you will feel very much included from your first day and totally valued for your hard work and commitment.
Opportunity Highlights
** New opening within a Client facing team as Junior Paraplanner/Technical Administrator
** Full progression to Paraplanner
** Provide support in delivering holistic planning, technical support to a growing HNW client portfolio.
** Cashflow planning, Trades & Portfolio rebalancing, Deal with complex technical Client queries, assist producing suitability letters, obtain illustrations, prepare and attend Client meetings
** Working towards CII Diploma with 2 to 3 RO exams achieved or more.
** Firm offers excellent Paraplanning training programme.
** Develop further your technical understanding.
** c 3 years IFA Admin with HNW experience required
** Experience of Voyant and IO
If you are interested in joining this team, please contact Camilla Howden at Financial Divisions
My Client is a highly respected award-winning independent Financial Advisory Firm who are offering this incredible opportunity to a progressive and dynamic IFA Administrator to join this established and successful team and develop further towards Paraplanning. This is a thriving successful business where you will feel very much included from your first day and totally valued for your hard work and commitment.
Opportunity Highlights
** New opening within a Client facing team as Junior Paraplanner/Technical Administrator
** Full progression to Paraplanner
** Provide support in delivering holistic planning, technical support to a growing HNW client portfolio.
** Cashflow planning, Trades & Portfolio rebalancing, Deal with complex technical Client queries, assist producing suitability letters, obtain illustrations, prepare and attend Client meetings
** Working towards CII Diploma with 2 to 3 RO exams achieved or more.
** Firm offers excellent Paraplanning training programme.
** Develop further your technical understanding.
** c 3 years IFA Admin with HNW experience required
** Experience of Voyant and IO
If you are interested in joining this team, please contact Camilla Howden at Financial Divisions
Job number 1634263
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Company Details:
Financial Divisions
As a consultancy, we look after our candidates and offer a bespoke approach which makes us distinctive in today?s market-place.
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