IFA Administrator

  • Shortlist
Location Harrow , Greater London
Sector Financial Services
Salary £25,000 Per Annum
Type Permanent
Consultant Kate Black
Ref 59015

Our client are a highly reputable Chartered Wealth Management firm with their head office in Harrow. They provide financial management advice to private individuals and business owners, specialising in pensions, inheritance tax and investments.

The Opportunity

Our client is looking for either an IFA Administrator or Junior Paraplanner to assist the successful Financial Planners of the business. You will have the opportunity to work closely alongside the advisers in a supportive team environment where progression is strongly encouraged. Training and exam sponsorship will be provided and a great opportunity for someone looking to take their next step up

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have –

  • At least 1 or 2 years experience in an IFA/ financial planning company
  • Keen to progress into paraplanning
  • Industry knowledge surrounding pensions and investments 

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner