Financial Planning Assistant (Entry Level) - London - Up to £30,000 + Study Support

ZipRecruiter; London; On-site; GBP 30,000 - 35,000; Full time

Job summary

Une entreprise indépendante de gestion financière à Londres recherche un Assistant Administratif/Planning Financier pour soutenir ses équipes. Ce poste, destiné aux diplômés et débutants, offre un soutien à la formation et des opportunités de progression. Vous apprendrez sur le terrain avec des collègues expérimentés et aurez la chance de travailler avec des clients très fortunés.

Benefits

Formation et soutien à l'étude

Excellents avantages sociaux

Opportunités de progression

Qualifications

• Expérience de 6 mois dans les services financiers.
• Capacité à travailler en équipe et à apprendre rapidement.
• Motivation à progresser dans le domaine de la gestion de patrimoine.

Responsibilities

• Supporter les conseillers et paraplaniers dans les tâches administratives.
• Gérer les switches de fonds et préparer les documents pour les réunions clients.
• Interagir avec des fournisseurs tiers pour la gestion de portefeuilles.

Skills

Administration

Communication

Gestion financière

Job description

Job Description

My client is a boutique, forward-thinking independent IFA firm in London seeking a graduate IFA Administrator/Financial Planning Assistant with six months of experience in Wealth Management/Financial Services who is looking to carve out a career in this field. As an Entry Level Financial Planning Assistant, you will support the Advisers and Paraplanners in the company with administration tasks across pensions, investments, and protection. This role is varied and includes actioning fund switches, dealing with third-party providers, creating illustrations, handling LOAs and valuations, and preparing client meeting packs. Training and study support will be provided.

This is an amazing opportunity for an entry-level candidate looking to expand their knowledge and skills in the industry and work with UHNW client cases. You will receive full study support and have long-term progression opportunities. You will be part of a sociable, friendly, and dynamic team and will be expected to be on-site in the office to learn from senior and more experienced colleagues and build internal relationships. The company offers excellent benefits and full study support to help you grow and develop your skills, fully supporting you to achieve your career aspirations. This role would suit an entry-level IFA Administrator with six months of experience within Financial Services looking to progress. If you are seeking a new and exciting challenge in Wealth Management, please send your CV to Joanna at Financial Divisions.