IFA Administrator / Trainee Paraplanner

Accountancy Divisions ,
London, Greater London
More Details
Job Type: Full-time
Salary: £28,000 per annum

Overview

Full time IFA Administrator/Trainee Paraplanner Location: North London Up to £28,000 per annum Financial Divisions are currently working with a well-established Wealth Management firm that are seeking a new IFA Administrator/Trainee Paraplanner to work Directly with one of their Advisers to gain more technical experience to progress into a more Paraplanning based role. The Adviser provides holistic advise to High Net Worth individuals and seeks someone he can progress within the firm that will be able to complete the technical duties such as suitability reports, rebalancing client investment portfolios etc. The ideal candidate will have experience using Adviser Office and have a couple of RO exams towards the Diploma in Financial Planning alternatively a couple of years experience is also considered. If you feel you are suitable for this role please send your CV Katherine Goodman at Financial Divisions

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