Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join London based team.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available on request
* To provide support to Paraplanners & Financial Planners
* To be the first point of contact for clients
* To process new business applications across the key financial products
* Ensuring that financial transactions are completed correctly & compliantly
* Preparing for client review meetings
* Acquiring client portfolio valuations
* Basic paraplanning duties (full training provided)
The candidate:
* c2 years + IFA/ financial planning administration experience (essential)
* Studying towards level 4 diploma (desirable)
* Excellent knowledge of provider platforms
What’s on offer:
* Starting basic salary of up to c £40,000 + attractive bonus
* Highly attractive benefits package (full breakdown available)
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
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