Junior Paraplanner/ifa Administrator - London, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are presently supporting a forward-thinking Independent Wealth Management Firm in their recruitment of a IFA Administrator/Junior Paraplanner to join their team in London.

Our client offers a structured career path for their employees, and you are encouraged to study your industry qualifications to become diploma qualified.

As an IFA Administrator/Junior Paraplanner, you will further your knowledge and skills and have theopportunity 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 new role in 2023 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 thenplease send your CV to Sarah at Financial Divisions