The business prides them self on delivering a really great service to their HNW clients and are looking for someone who can support them in doing this by having the capabilities to assist them in developing the systems and services as they continue to grow.
Our client is looking for an individual to join their growing IFA practice. The successful person will be responsible for all aspects of Financial Administration and this would lead onto Paraplanning when technical experience and qualifications have been gained.
You will have existing IFA experience, possess excellent attention to detail. Ideally you will already be working towards your level 4 diploma and be keen to continue to increase your knowledge and develop in your role
What will you need for this role:
Working directly with Advisors and Paraplanners
Keeping files up to date
Some compliance experience/knowldge
*Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner
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