Hybrid working from the first week
Excellent working environment, strong team spirit, collaborative working environment, competitive benefits package
Wonderful opening for a dynamic and professional individual to join this very successful Adviser and his support team. Working for an established client focussed Chartered Independent Financial Planning Firm, you will have to opportunity to offer your support to the team working with a Portfolio of interesting HNW Clients
Opportunity highlights
*This role is due to growth and volume of business.
*Working as part of a Pod working with HNW Private Clients and their Families, City Professionals and Business Owners.
*Opportunity to gain international exposure
*Your role will involve obtaining clients’ financial details, writing LOAs, valuations, onboarding new clients, conducting AML checks, liaising with product providers, and preparing all meeting documents and necessary resources in addition to assisting with the preparation of client facing reports
*Suitable for either an experienced Career Administrator who enjoys working closely with their Adviser or someone with 18 months IFA Admin experience looking for greater exposure to new more technical cases
*Study support on offer if required
*Excellent warm team environment where there is a great work/life balance and fun to be at work.
To find out more, please contact Camilla Howden at Financial Divisions.