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Permanent

IFA Administrator (Progression To Paraplanner / Advisor)

Hillingdon
money-bag 35000.00-35000.00 Annual
3150727505
Posted 2 days ago

IFA Administrator (Progression To Paraplanner / Advisor) 35,000 - 40,000 + Funded Qualifications + 33 Days Holiday + Hybrid + Flexible Hours + Bonus + Training + ProgressionHillingdonAre you an IFA Administrator looking to join a thriving and well-established company, offering tailored in-house training and excellent progression opportunities to Paraplanner and Advisor positions?On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are known for nurturing their employees, offering structured development plans and excellent staff retention.Your role will involve supporting the advisers with all administrative duties including preparing client documentation, processing new business, liaising with providers and maintaining accurate client records. You will work closely with the advisory team, gaining exposure to client meetings. This role offers ultimate work life balance with flexible hours, hybrid working and 33 days holiday. This role would suit an IFA Administrator looking for progression to a Paraplanner or Advisor position, with a company that will value your development through tailored training.The RoleIFA administration dutiesPreparing client documentation and processing new businessSupporting advisers and assisting with client servicing9am-5pm Monday-FridayThe PersonIFA AdministratorLooking for progression to Paraplanner and Advisor positionsReference Number: BBBH 26249aIFA ..... full job details .....

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