Excellent Benefits Package -Career Growth Opportunity

Are you looking for a dynamic role with a clear path for progression? My client, a leading firm of Financial Planners in London, offers an exciting opportunity for a motivated individual to develop their career within wealth management. This firm is known for fostering organic growth and offering their team members the chance to excel in areas such as Administration, Paraplanning, Compliance, and Investments.

This is a fantastic opportunity to work closely with two experienced Advisers and their Paraplanners, providing essential administrative support. You will gain hands-on experience in key areas such as new business processing, managing client records, compliance, process development, and liaising with both providers and clients. You will also have the chance to contribute to exciting new projects, making it an ideal role for an IFA Administrator with 6-12 months of experience or a graduate who has completed an internship or placement in wealth management.

The role offers a clear path for career progression into areas such as Investment, Compliance, Operations, Paraplanning, or Administration. After a short period, you will benefit from a flexible working schedule, with 2 days in the office and 3 days from home, as well as full support towards achieving your Level 4 Diploma to ensure long-term career success.

In addition to this, the benefits package is highly competitive, including a discretionary bonus, death in service cover, medical insurance, 25 days of holiday plus 8 bank holidays (with the potential to increase), a cycle-to-work scheme, flexible working hours, company activity days, a pension plan, and full study support.

This is a great chance to join a firm that invests in your personal and professional development. If you're ready to take your career to the next level, please contact Joanna Clark.