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Permanent

IFA Admin (Level 4)

Trowbridge
money-bag 35000.00-35000.00 Annual
2984995853
Posted 1 week ago

IFA Admin (Level 4) 35,000 - 40,000 + Hybrid (2 Days in Office) + Bonus + Wellness Program + Increasing Holiday With Service + Pension + Flexible Fridays + Time in Lieu + Study Support + Work Life Balance + 2 Days a Week WFH + ProgressionTrowbridgeAre you an IFA Admin with a Level 4, looking to step up into a paraplanning role, in a financial services business which will offer you work life balance, more time at home than in the office, 9-5 hours with a shorter day every other Friday, and increasing holiday with service?On offer is the opportunity to join an IFA working with high net worth clients (+ 400k). The company have typically grown their revenue 25% year on year since their establishment 25 years ago.Your role will involve supporting consultants, preparing compliant reports / ''Financial Life Plan'' reports detailing the consultant''s recommendations for the client, accurately investing client money as per recommendations and evaluating investment portfolios.This role would suit an IFA Admin with a Level 4 In Financial Planning looking to step into a paraplanner role offering work life balance, hybrid working, nice hours and time in lieu.The role Preparing compliant reports / ''Financial Life Plan'' reports detailing the consultant''s recommendations for the client Investing client money as per recommendations Evaluating investment portfolios. 9-5 Monday - FridayThe Person IFA Admin Diploma in Regulated Financial Planning Commutable to Trowbridge, 2 Days a ..... full job details .....

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