Kalon Financial Ltd in Swindon is seeking an IFA Administrator to support financial planning activities. The role focuses on processing applications, liaising with clients and providers, and preparing documentation for client meetings.
No prior IFA experience is required, but a Financial Services background helps. You'll work with experienced Advisers and Paraplanners, receiving strong support and development opportunities within a collaborative team.
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Financial Planning Admin — Hybrid Work + 5% Bonus in Swindon employer: Kalon Financial Ltd
Join a dynamic and supportive team as a Trainee Protection Adviser, where you'll benefit from comprehensive training and mentorship in a flexible working environment. Our commitment to your professional growth ensures you will develop essential skills and build lasting client relationships, all while enjoying the potential for a rewarding career in protection advice. With a focus on collaboration and success, this is an excellent opportunity for motivated individuals looking to thrive in a well-established business.
