Financial Divisions·Waverley, Surrey·4 days ago
💰 £30-38kNEWWhy apply (3)
AI insights
- 1Intelligent Office exposure — rare platform skill that commands premium in IFA admin market.
- 2HNW client base (£100k–£2m+) — builds CV credibility for senior paraplanning progression.
- 3Study support included — accelerate R01/CF1 qualifications without self-funding exam costs.
Support a 20-year-established IFA in Godalming, Surrey, administering HNW client portfolios ranging from £100k to £2m+ across Quilter, Transact and Standard Life Wrap platforms. Work alongside paraplanners and advisers handling AM
Intelligent Office CRMAML compliance checksQuilter platformAviva platform+7