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Work From Home option: Yes

My Client, a boutique wealth planning firm, has been in operation for almost 3 decades and due to their excellent reputation are going through a period of rapid growth resulting in the need for an additional member to the support team.

Opportunity Highlights

• The 3 Advisers are supported by a full admin and paraplanning team
• Advice is provided across Pensions, Investments, Mortgages, Protection and Tax Planning
• They provide full market advice
• Your role with include end to end administration for new business, meeting and greeting clients, writing LOAs, resolving client non-technical queries, collecting documentation from clients prior to meetings, producing basic suitability reports and supporting paraplanners as required
• This role will suit an IFA Administrator with a minimum of 6 months relevant experience looking to progress their career
• Full study support is provided for RO exams
• Excellent personal support to employees re wellbeing and achievement of personal goals

To discuss this role in more detail, please call Camilla Howden on 07834 853514 or email me on [email protected] with your cv to arrange a call back