Financial Planner Assistant

2 days ago


London, Greater London, United Kingdom Financial Divisions Full time
Financial Planner Assistant Opportunity

We are seeking a talented and dynamic individual to join our team as a Financial Planner Assistant. This role offers an exciting opportunity to work with a team of professionals in a vibrant and sociable environment.

Key Responsibilities:

  • Support the Financial Planning team with administrative tasks, including diary management and client meeting organisation.
  • Process new business, maintain compliance, and perform fund switches, valuations, and provider liaison.
  • Manage ongoing client review processes and assist with writing suitability letters.
  • Participate in full structured mentoring and learning programmes for all staff.
  • Take advantage of full study support towards the CII Level 4 Diploma.

Requirements:

  • 1-2 years of IFA Admin experience.
  • Excellent communication and organisational skills.
  • Able to work in a fast-paced environment and prioritise tasks effectively.

What We Offer:

  • A superb opportunity to progress towards paraplanning with study support on offer.
  • A sociable environment with a great work-life balance.
  • Full hybrid working option available after initial training.

Apply Now:

Don't miss out on this exciting opportunity to join our team and take your career to the next level. Apply now and take the first step towards a rewarding and challenging role in financial services.



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