Financial Planning Assistant - London, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a versatile and experienced IFA Administrator who is passionate about what they do.

This role will offer full career progression and supportyou in becoming a Paraplanner, alternatively if you are happy in a Career IFA Administration role, my client is happy to support this.

You will be supporting the advisers in the Company with administration across pensions, investments, and protection.

The role is varied, and you will be actioning fund switches, dealing with 3rd party providers, illustrations, LOA; s and valuations and writingbasic suitability reports.

This is an amazing opportunity to work with very talented and experienced Advisers, who are ambitious and successful and be part of a dynamic and friendly team.

The role is fully hybrid with 3 days in the office and 2 days remotely.

The Company offers excellent benefits and full study support to help you grow and develop your skills and full support (£500 per exam pass) to help you achieve your career aspirations.

You must be working towards your Level 4 diploma or alternatively haveexperience as an IFA Administration with good working knowledge of pensions, investments, and protection.

If you are looking for a new and exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions.