Graduate/junior Financial Planning Assistant

3 weeks ago


London, United Kingdom Financial Divisions Full time

**Work From Home option: Yes**:
My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a Junior/Graduate Financial Planning Assistant to support the Advisers and Paraplanners.

You will be supporting the advisers 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 preparation meeting documentation.

This is an amazing opportunity to work with a very talented team. You will be supported with your progression in the Wealth Management industry and full training will be offered.

The Company offers excellent benefits and full study support to help you grow and develop your skills and full support to help you achieve your career aspirations. The role would suit a graduate or someone who has gained exposure in the Wealth Management space, looking for a new challenge with a Company that can help you achieve your career goals.

**Graduate/Junior - London - (US)**:



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