Taylor James are partnered with one of London’s most exclusive firms of financial planners to appoint an entry level/ junior IFA administrator to join the team on a permanent basis.
Our client offers true holistic financial planning to HNW clientele, delivered by a highly impressive team of professionals.
This is a first class opportunity for someone looking to build a career within the financial services market.
Duties & responsibilities will include (not limited to): Full job spec is available on request
*To provide support to Paraplanners & Financial Planners
*Meet and great clients
*To process new business applications across the key financial products
*Ensuring that financial transactions are completed correctly & compliantly
*Preparing for client review meetings
*Acquiring client portfolio valuations
*Other general office duties as required
The candidate:
*Recent graduate (desirable)
*Some relevant industry experience (desirable)
In return this entry level role is offering a basic salary of c £25,000 (negotiable) + attractive bonus’, full study support & a fantastic benefits package.
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.