Trainee Paraplanner

2 months ago


London, United Kingdom Financial Divisions Full time

A well established and professional Wealth Management Firm are currently recruiting for an IFA Administrator/Trainee Paraplanner to join their team in London. They are a well-established and dynamic IFA firm in the city and provide advice to UHNW City professionals,across pensions, investments, protection, IHT, and estate planning.

You will be supporting 2 highly successful Advisers with the day-to-day administration of the Business including on-boarding process for clients, letters of valuations and chasing outstanding information, working across pensions, investments, and protection,and writing suitability reports across these areas. They work in a collaborative and transparent environment where every opinion matters, and hard work is rewarded

If you are looking to grow and develop your skills, this is an amazing opportunity with a great Company, dynamic and sociable team, and amazing offices to work in. They will offer full study support and support you in your career to achieve your goals.

Company offers full progression and study support and resources to help you in developing your skills towards transitioning into a Paraplanner role.

Please do send your CV to Ursula Sloan at Financial Divisions.


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