Financial Divisions is an independent wealth planning firm with offices across the UK. They seek an experienced Financial Planning Administrator to join the City of London team, reporting to the Office Manager.
The role involves processing onboarding, AML/credit checks, and providing technical administration across whole of market financial products. Training is offered to progress to paraplanner and then adviser.
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Financial Planning Admin — Path to Paraplanner & Adviser employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
