Financial Planner Assistant

1 week 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.
  • Enjoy a full hybrid working option after the initial training period.

Requirements:

  • 1-2 years of IFA Admin experience.
  • Excellent communication and organisational skills.
  • Able to work in a fast-paced environment.
  • Opportunity to progress towards paraplanning with study support on offer.

What We Offer:

  • A superb opportunity to work with a team of likeminded professionals.
  • A great work/life balance.
  • Excellent sociable environment.
  • Opportunity to build a strong social network.
  • Full study support towards the CII Level 4 Diploma on offer.

To apply for this opportunity, please send your CV to Camilla Howden.

  • Financial Planner Assistant

    4 days ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planner Assistant OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Planner Assistant. This role offers an excellent opportunity to progress towards paraplanning with study support on offer.Key Responsibilities:Processing new business and maintaining complianceManaging ongoing client review...

  • Financial Planner Assistant

    4 days ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planner Assistant OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Planner Assistant. This role offers an excellent opportunity to progress towards paraplanning with study support on offer.Key Responsibilities:Processing new business and maintaining complianceManaging ongoing client review...

  • Financial Planner Assistant

    1 week ago

    London, Greater London, United Kingdom Financial Divisions Full time

    About the RoleWe are seeking an experienced Paraplanner to join our team in London. As a Paraplanner/Assistant Financial Planner, you will be responsible for preparing and writing high-quality reports, assisting with annual reviews, and accompanying Financial Planners to client meetings.Key ResponsibilitiesPrepare and write high-quality reports and assist...

  • Financial Planner Assistant

    1 week ago

    London, Greater London, United Kingdom Financial Divisions Full time

    About the RoleWe are seeking an experienced Paraplanner to join our team in London. As a Paraplanner/Assistant Financial Planner, you will be responsible for preparing and writing high-quality reports, assisting with annual reviews, and accompanying Financial Planners to client meetings.Key ResponsibilitiesPrepare and write high-quality reports and assist...

  • Financial Planner Assistant

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planner Assistant OpportunityWe 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 in processing new business, maintaining...

  • Financial Planner Assistant

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planner Assistant OpportunityWe 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 in processing new business, maintaining...

  • Financial Planner Assistant

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planner Assistant OpportunityWe 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...

  • Financial Planner Assistant

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planner Assistant OpportunityWe 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...

  • Financial Planner Assistant

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planner Assistant OpportunityWe 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...

  • Financial Planner Assistant

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planner Assistant OpportunityWe 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...

  • Financial Planner Assistant

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Job Title: ParaplannerWe are seeking a highly skilled Paraplanner to join our team at Financial Divisions, a leading independent financial advice business based in the heart of the West End.About the Role:As a Paraplanner, you will be responsible for providing administrative support to our Financial Planners, assisting with the preparation of suitability...

  • Financial Planner Assistant

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Job Title: ParaplannerWe are seeking a highly skilled Paraplanner to join our team at Financial Divisions, a leading independent financial advice business based in the heart of the West End.About the Role:As a Paraplanner, you will be responsible for providing administrative support to our Financial Planners, assisting with the preparation of suitability...

  • Financial Planner Assistant

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Opportunity Highlights**Enjoy a dynamic work environment with a team of like-minded professionals, offering a great work-life balance****This role provides a chance to progress towards paraplanning, with study support available****The team supports several high-billing advisers working with high-net-worth clients****Excellent social environment, suitable for...

  • Financial Planner Assistant

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Opportunity Highlights**Enjoy a dynamic work environment with a team of like-minded professionals, offering a great work-life balance****This role provides a chance to progress towards paraplanning, with study support available****The team supports several high-billing advisers working with high-net-worth clients****Excellent social environment, suitable for...

  • Financial Planning Assistant

    1 week ago

    London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000

    Paraplanner/Assistant Financial PlannerJoin our team at Financial Divisions, a leading Wealth Manager, as a Paraplanner/Assistant Financial Planner. This is an exciting opportunity to work with a premier Wealth Manager, providing financial planning and investment management services to high net worth individuals.Key Responsibilities:Prepare and write...

  • Financial Planning Assistant

    1 week ago

    London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000

    Paraplanner/Assistant Financial PlannerJoin our team at Financial Divisions, a leading Wealth Manager, as a Paraplanner/Assistant Financial Planner. This is an exciting opportunity to work with a premier Wealth Manager, providing financial planning and investment management services to high net worth individuals.Key Responsibilities:Prepare and write...

  • Financial Planner

    5 days ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...

  • Financial Planner

    6 days ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...

  • Financial Planner

    3 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job OpportunityQuilter Financial Planning is seeking an experienced Financial Advisor to join our team. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.The Role:Develop and implement financial plans to meet clients' goals and objectivesProvide expert advice...

  • Financial Planner

    3 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job OpportunityQuilter Financial Planning is seeking an experienced Financial Advisor to join our team. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.The Role:Develop and implement financial plans to meet clients' goals and objectivesProvide expert advice...