Plus opportunity for hybrid working, Bonus, study.
My client is a Chartered boutique Independent firm of Financial Advisers who have an excellent reputation across Surrey are now looking to offer this very interesting role to an experienced IFA Administrator who also enjoys and element of producing basic suitability reports. As a business they work with local Clients and build very long-lasting relationships with them on a professional and personal basis resulting in a regular increase in business.
Opportunity Highlights
** Working closely with 3 Chartered Advisers who offer holistic advice across Pensions, Investments, Tax Planning, IHT, Retirement Planning, Trusts, Mortgages, and some Protection.
** Clients include retirees, families and small Business owners with investable assets ranging from £500k to £5m.
** Working closely with another administrator and alongside a mortgage team
** Excellent opportunity to meet Clients
** You will be involved with drafting LOAs, LOVs, working with providers, managing Adviser diaries, internal IT systems and generally providing a strong level of support to the Advisers.
** Opportunity will provide personal growth for either a Career Administrator or for an IFA Administrator looking for a career path with basic suitability reporting.
** Full study support offered.
** A minimum of 2 years IFA Admin experience is required
Pl...