Junior Financial Planning Assistant - Wimbledon (Hybrid) - Salary up to £30k + study support - Financial Divisions : Job Details

My client is a dynamic and forward-thinking Independent IFA Firm in Wimbledon who due to expansion are looking to take on a graduate IFA Administrator who has gained an internship/work experience in Wealth Management. Full training and support will be provided.

You will be supporting the Advisers and Paraplanners 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, on-boarding new clients, processing LOA; s and valuations and preparing client meeting packs.

This is an amazing opportunity for a Junior FA Administrator who is looking to expand on knowledge and skills in the industry and develop a career within Financial Planning. Full study support will be provided and medium to long-term progression. You will be part of a sociable, friendly, and dynamic team. Hybrid working is offered after probation.

You must have excellent attention to detail, great communications skills and enjoy working with figures and understand the concept of pensions and investments.

If you are fairly new in to starting your career within Wealth Management/Financial Services but have some experience in the industry, then please do send your CV to Ursula Sloan at Financial Divisions