plus excellent benefits package including study, bonus

Perfect opportunity to join an established Financial Planning team of a boutique independent firm where you will gain full exposure to all aspects of the financial planning cycle. Based in Wimbledon, you will receive full study support and be encouraged to progress your skillset and enjoy being part of a very sociable team of people.

Opportunity Highlights

** Perfect opportunity for an Administrator with either IFA background ( 12 months minimum experience required)

** This is a very client focussed business dedicated to providing exceptional levels of client service and support.

** Responsibilities will range from sending LOAs, working with providers, obtaining illustrations, processing new business, ensuring all supporting documentation is completed, providing portfolio valuations, and ensuring fund switches, rebalances and withdrawals are processes accurately.

** Additionally, you will be responsible for calculating, recording, and reconciling fees, ensuring all action points post meetings get diarised and completed including all post the annual review meeting process.

** Full Study support, a great benefits package and hybrid working.

Contact Camilla Howden for further information.