Financial Planning Assistant

2 weeks ago


London, United Kingdom Financial Divisions (City) LLP Full time

My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a graduate IFA Administrator who has gained at least 12 months experience working in Wealth Management and looking for a new challenge in a technical administration role with a highly recognized and well - established IFA.

You will be supporting the Advisers and Paraplanners in the Company with administration across pensions, investments, and protection. The role is varied, and you will be actioning fund switches, dealing with 3rd party providers, illustrations, LOA; s and valuations and preparing client meeting packs. Training will be provided alongside study support.

This is an amazing opportunity for an IFA Administrator who is looking to expand on your knowledge and skills in the industry and the opportunity to work with UHNW client cases. Full study support will be provided and medium to long-term progression. You will be part of sociable, friendly and dynamic team and happy to be on site in the office so you can learn from senior and more experienced colleagues and build internal relationships.

The Company offers excellent benefits and full study support to help you grow and develop your skills and fully support you to help you achieve your career aspirations. The role would suit an IFA Administrator with 12 months plus experience within Financial Planning, and have some knowledge of pensions, investments, and protection.

**Salary**: £25,000.00-£30,000.00 per year


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