Financial Planning Assistant

2 months ago

London, United Kingdom Financial Divisions Full time

**plus amazing list of benefits, great team culture**

My Client is a growing and ambitious firm based in prestigious central London based offices who provide independent financial Advice and management of investment portfolios for their Private Clients and their families. Due to growth, they are looking tooffer this incredible opportunity to a self-motivated individual with just 6 to 12 months experience as an IFA Administrator within wealth management.**
Opportunity Highlights
**Excellent opportunity to work very closely with the firm’s Advisers and Paraplanners
**Experience of Intelligent Office/IO/Intelliflo advantageous
**Income/Fee reconciliations
**Involvement with ad hoc projects for the Operations team
**Min of 6 to 12 months experience essential
**RO exam support provided.
**Benefits include full support with training and exams ,Discretionary bonus scheme, Profit share scheme, excellent pension, PMI, Various discounts, LA, Season Ticket Loan and 33 days holiday including 8 bank holidays.

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