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Ifa admin (level 4)

Trowbridge
Permanent
Ernest Gordon Recruitment
Posted: 11h ago
Offer description

IFA Admin (Level 4) £35,000 - £40,000 + Hybrid (2 Days in Office) + Bonus + Wellness Program + Increasing Holiday With Service + Pension + Flexible Fridays + Time in Lieu + Study Support + Work Life Balance + 2 Days a Week WFH + Progression Trowbridge Are you an IFA Admin with a Level 4, looking to step up into a paraplanning role, in a financial services business which will offer you work life balance, more time at home than in the office, 9-5 hours with a shorter day every other Friday, and increasing holiday with service? On offer is the opportunity to join an IFA working with high net worth clients (+£400k). The company have typically grown their revenue 25% year on year since their establishment 25 years ago. Your role will involve supporting consultants, preparing compliant reports / 'Financial Life Plan' reports detailing the consultant's recommendations for the client, accurately investing client money as per recommendations and evaluating investment portfolios. This role would suit an IFA Admin with a Level 4 In Financial Planning looking to step into a paraplanner role offering work life balance, hybrid working, nice hours and time in lieu. The role * Preparing compliant reports / 'Financial Life Plan' reports detailing the consultant's recommendations for the client * Investing client money as per recommendations * Evaluating investment portfolios. * 9-5 Monday - Friday ...

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