Junior Paraplanner/ifa Administrator

2 weeks ago

London, United Kingdom Financial Divisions Full time

A dynamic and forward-thinking Independent Wealth Management Firm require an IFA Administrator/Junior Paraplanner to join their team in London.

My client offers a structured career path for their employees, and you are encouraged to study your industry qualifications to become diploma qualified. As a Graduate IFA Administrator/Junior Paraplanner, you will further your knowledge and skills and havethe opportunity gain insight and further your experience in Paraplanning.

Junior Paraplanner/IFA Administrator duties include on-boarding new clients, producing illustrations, letters of valuations as well deal with client and or provider queries. Liaise with Platform providers and maintain the back-office system and client files.Processing fund switches and drawdowns and writing suitability reports.

If you are an experienced IFA Administrator looking for a role that can offer you progression to a Paraplanner, with a client that can support your development, provide you with excellent benefits and be part of a great working environment then please sendyour CV to Ursula Sloan at Financial Divisions.

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