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Posted: Thursday, June 9th 2022

Experienced Independent Financial Adviser Administrator/Paraplanner

Thomas Anthony Wealth Management Ltd

An opportunity has arisen for an IFA administrator/paraplanner to join a well established IFA firm in North London. You will be working alongside the IFA/Company Director providing excellent administration support. Duties will include day to day administration including processing new business applications, chasing outstanding information, dealing with clients and external companies as well as assisting the Paraplanners. What’s needed for me to be considered? • Previous experience within the IFA practices is essential • Experience with Intelligent Office essential • The ability to prioritise and plan own workload without supervision • Effective communication, both written and verbal • Highly organised and methodical • Have a professional, proactive and positive attitude • Good product knowledge

Job type: Other

Location: Palmers Green

Closing date: July 7, 2022

How to apply: Send your CV to [email protected]

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