IFA Administrator (Progression To Paraplanner / Advisor)

IFA Administrator (Progression To Paraplanner / Advisor)

35,000 - 40,000 + Funded Qualifications + 33 Days Holiday + Hybrid + Flexible Hours + Bonus + Training + Progression

Hillingdon

Are 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 Role

• IFA administration duties
• Preparing client documentation and processing new business
• Supporting advisers and assisting with client servicing
• 9am-5pm Monday-Friday

The Person

• IFA Administrator
• Looking for progression to Paraplanner and Advisor positions

Reference Number: BBBH 26249a

IFA Administrator, Financial Services Administrator, Wealth Management, Level 4 Diploma, Financial Adviser, Finance, Hillingdon, Uxbridge, Ealing, Harrow, Slough

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.

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