Position Overview & Specifications

Work From Home option: Yes

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 camilla@financialdivisions.co.uk with your cv to arrange a call back