A leading Chartered Financial Planners based in Dartford currently has a requirement for an experienced IFA Support Adminstrator. The business is a highly regarded advisory business who are well known for providing holistic financial advice to HNW clients in the South East.
As a Chartered Practice, it is of great importance that their staff are qualified to the highest standards, so you will be provided with support to study for the Diploma Financial Planning and beyond. You will also be offered regular training to make sure that you can provide excellent support to their Advisers.
Your responsibility will be to support the Financial Planners and tasks will include; Processing business, updating the database, liaising with providers, preparation of client review profiles and general office administration.
Salary is negotiable between £25,000 to £32,000. There will also be a good benefits package and annual bonus.