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Accountancy Divisions
,
London, Greater London
Financial Planning Administrator - City - Wealth Management
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Job Type: Full-time |
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Salary: £26,000 per annum |
Overview
Financial Planning Administrator - City - Wealth Management £26,000 - £32,000 Are you a Financial Planning Administrator that feels undervalued or underpaid? Do you see a progression route through to Paraplanner and Adviser with your current firm? Financial Divisions are working with a City based Wealth Management firm that is seeking a Financial Planning Administrator to join their City based team. The firm have a strong track record of progressing Financial Planning Administrators through from Administrators to Paraplanners and then up to Advisers. As Financial Planning Administrator you will work closely with the Paraplanners, arrange meetings, keep client’s information up to date, go through an initial fact find report with the client and do technical research on products within the market. As Financial Planning Administrator you will have some experience working within a financial administrator type position within a wealth management environment. You will also ideally have started to study for your Financial Planning Diploma. For immediate consideration please forward your CV to Ursula Sloan