Very comprehensive benefits package, personal development plan
Excellent opportunity for a technically strong IFA Administrator to progress through to Paraplanner having already started studies towards the Level 4 Diploma ( 2 RO papers passed). My Client is an award winning highly regarded business providing independent holistic advice to their growing HNW portfolio of Clients.
Opportunity Highlights
** New opening offering progression to paraplanning
** Join a Client facing team with the opportunity to attend meetings.
** Provide technical support in delivering holistic planning a growing HNW client portfolio.
** Diverse technical role including cashflow modelling ( voyant), fund rebalancing, suitability letter writing, illustrations, dealing with complex queries and preparing for client meetings
** Feel totally included from your first day and totally valued for your contribution.
** Excellent hybrid working pattern to provide you with a perfect work/life balance.
** Will suit an experienced IFA Administrator ( 2+ years min) with evidence of RO success.
Please email Camilla Howden to arrange a call.
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