IFA Administrator / Junior Paraplanner
Location: Central London
Job Ref: MK / 25300
IFA Administrator/Junior Paraplanner
Financial Divisions are delighted to be supporting a very successful Wealth Management firm in London in their search for an IFA Administrator/Junior Paraplanner. The firm provide full holistic advice and are one of the largest providers of Whole of Life insurance.
This role will be supporting a Chartered Financial Planner with all their administrative duties, including producing valuations, requesting letters of authority, dealing with any client queries, assisting in the production of suitability reports and you will also be required to attend some of the client meetings.
My client is looking for someone with a great attitude, intellect and someone who can have a good laugh. They are open to hearing from candidates who are keen to secure a role within Financial Services/ Wealth Management or from individuals who are already carrying out a similar role within a Financial Services or Wealth Management setting.
For immediate consideration for this IFA Administrator/Junior Paraplanner position, please send your CV to Madeleine