IFA Administrator to Paraplanner - Hybrid Working - London - to £40,0000 + Full Study Supp
Our specialist financial planning client in London is looking to welcome an experienced IFA Administrator to their team.This is a boutique independent firm that focuses on Inheritance Tax planning and retirement advice for high-net-worth clients, typically with estates between £2m and £10m. The firm has built a strong reputation for delivering thoughtful, tailored advice and takes a refreshingly creative approach to growing its client base.Because the advice provided is highly bespoke, the administrative work behind the scenes is varied and interesting, and no two days are the same. It''s a team that enjoys solving problems and finding smart ways to get things done, rather than simply following the same processes every time.The OpportunityThis is a hybrid role based in London, with the flexibility to work from home 4 days per week.As an IFA Administrator, you''ll play a key role in supporting advisers and ensuring the advice process runs smoothly from start to finish.Your responsibilities will include:• Processing applications and managing provider correspondence • Ensuring paperwork and documentation is completed accurately • Liaising with providers to clarify requirements and resolve queries • Preparing documentation for advisers and client meetings • Managing workflow and keeping cases progressing smoothly • Completing provider applications and trust documentation • Chasing providers to avoid delays or errorsWho They''re Looking ForOur client is looking for someone who ..... full job details .....
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