FINANCIAL PLANNING ASSISTANT/IFA ADMINISTRATOR - Sutton - c £35/38k plus...

plus Bonus, 33 days holiday including bank holidays, study support, excellent team culture

Excellent opportunity to join a multi award winning chartered firm of Financial Planners where the team are proud of their impressive track record, organic growth, and is a fun place to be part of. Due to their success, this well established and highly ethical business require a dedicated experienced individual to join their Admin team to support one of their highest billing Advisers.

Opportunity Highlights

** Provide full IFA Admin support to one of the most successful Advisers supporting him with all volume referrals and recommendations.

** Holistic advice is provided to Private clients and their families to assist them with plans to secure their futures

** Ideal opportunity for an experienced IFA Administrator or an experienced Administrator looking to cross over from a Provider

** Take responsibility for assisting with the initial onboarding of new clients, obtaining all relevant personal information, conducting AML checks, and sending out letters of authority.

** In addition to this, you will be responsible for the end-to-end annual review process, which will enable you to speak directly to clients and build a personal relationship with them.

** This is a very rewarding role for someone who enjoys Administration and wants to feel appreciated with full security and stability

To apply for this role, please send your CV to Camilla Howden.