A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term.
This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,.
You will join a team that has been awarded Best Financial Adviser to Work for award. The company has received many positive current employee testimonials who vouch for it being a brilliant place to work with progression opportunities available.
You will receive a range of staff benefits including hybrid working (3 days a week from home), 25 days holiday, PMI, company bonus and pension contributions of 7.5%.
The Technical IFA Administrator will sit within a small pod, directly working with 3 others. The team are focused on values and providing clients with a trustworthy approach to advice. They are looking for someone who shares these values and has strong technical Administration knowledge to make a contribution to the team.
If you would like the opportunity to work with high-net-worth clients, and the full support to take financial planning exams, this would be a brilliant role for you.
What’s needed to be considered?
* 2 years of experience in a Financial Planning Administrator / IFA Administrator / Senior IFA Administrator / Junior Paraplanner role
* Experience using IO is desirable
* Completion of one...