Financial Planning Assistant

Financial Services
Job Type: Permanent
Location: North London

£25000 - £28000 per annum + Discretionary Bonus & Bens
Posted on:
April 6, 2021
Phone: 01277 889373
Url :


Our client, a consultancy firm based in North London have a requirement within their financial advisory division for a financial planning assistant to join the growing team. The role will be working with additional team members to provide comprehensive administration support to one of the highly successful financial planners.

This position would suit someone who is currently working within an IFA practice who is experienced in dealing in end-to-end processes of new business applications. This is a fast passed position, which will require a highly organised person with strong, effective communication skills. Ideally you will have Intelligent Office (IO) experience and be working towards CII level four diploma.

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