Graduate/junior Financial Planning Assistant - London, United Kingdom - Financial Divisions

Financial Divisions
Financial Divisions
Verified Company
London, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description

My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a Junior/Graduate Financial Planning Assistant to support the Advisers and Paraplanners.

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 preparationmeeting documentation.

This is an amazing opportunity to work with a very talented team. You will be supported with your progression in the Wealth Management industry and full training will be offered.


The Company offers excellent benefits and full study support to help you grow and develop your skills and full support to help you achieve your career aspirations.

The role would suit a graduate or someone who has gained exposure in the Wealth Managementspace, looking for a new challenge with a Company that can help you achieve your career goals.

If you are looking for a new and exciting challenge in Wealth Management and or looking to start your career within this industry, then please do send your CV to Ursula Sloan at Financial Divisions
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