Ifa Administrator to Paraplanner

1 week ago


London, United Kingdom Financial Divisions Full time

A Multi Award winning, Chartered Wealth Management Firm who are fully independent and provide advice to UHNW City professionals, across pensions, investments, protection, IHT, and estate planning are looking for an experienced IFA Administrator. Companyoffers full study support and training to become a Paraplanner.

You will be working alongside a highly experienced team of Paraplanners and exceptional Advisers where you will be fully supported to grow and develop your skills and they offer full study support.

Your role will be supporting the day-to-day administration of the Business including on-boarding process for clients, letters of valuations and chasing outstanding information. They work in a collaborative and transparent environment where every opinionmatters and hard work is rewarded

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

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



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