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Junior Paraplanner
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Financial Divisions are presently recruiting for Boutique Wealth Management firm based in St Albans who due to growth, they now require an experienced IFA Administrator/Junior Paraplanner to join their friendly and sociable team.
IFA Administrator duties include on-boarding new clients, producing illustrations, letters of valuations as well as dealing with client queries. Liaise with Platform providers and maintain the back-office system and client files. Processing fund switchesand drawdowns.
My client will offer full study support and clear progression for the role to develop into a Paraplanner role.
If you are looking for a new opportunity that is local and where you can continue to grow and develop your skills, then please send your CV Sarah Austin-Peggs
Recommend a friend - if you recommend a friend or colleague to us and we are successful in securing them a new role, we will give you £250 of High Street vouchers of your choice as a thank you.
