IFA Paraplanner: Growth Path, Cashflow & Reports (London)

IFA Paraplanner: Growth Path, Cashflow & Reports (London)

Full-Time No working from home possible
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Professional Assured Financial Services Ltd in London seeks an experienced IFA administrator/paraplanner to support two advisers. You will analyse client data, prepare cashflow forecasts, and produce advice reports while collaborating with the administration team.

Must have 5 years in IFA/wealth management and ideally a Level 4 Diploma in regulated financial planning, with strong attention to detail and teamwork. Office-based role with a development pathway.

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Contact Details:

Professional Assured Financial Services Ltd Recruitment Team