Job Information

I am currently recruiting for an IFA Administrator or Paraplanner position for a Wealth Management firm based in South London near Croydon. This firm provide holistic wealth advice to high net worth private and corporate clients. This incorporates various Investments, Personal and Group Pensions, SIPPs, IHT and Life advice as well as insurance.
You will provide administrative support to one of the Directors of the business which will include all aspects of pre and posts sales admin, report writing and producing suitability letters, diary management and client correspondence.

The ideal candidate MUST HAVE previous experience in supporting an IFA or Wealth Consultant and be technically proficient across the full product range. You must be organised, be able to work autonomously and ideally have some industry qualifications with a view to attaining more of these (full support will be given in this respect). You will also be required to provide technical report writing so experience in this area would be very advantageous.
You will be supported through future exams both financially and academically