IFA Administrator / Paraplanner
Job Type : Permanent, Full Time
Salary : £20000 – £30000/annum
An exciting opportunity has arisen for an experienced financial planning professional to join a growing wealth management practice.
The role will comprise of both administration and paraplanning work. You will be directly supporting an IFA and working within a team of three.
Key Responsibilities
* Undertaking technical research
* Producing complex suitability reports
* Processing new business
* Liaising with external providers
What's on offer?
* 5% employer pension contribution
* flexible working patterns
* study support
* internal progression opportunities
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Client Support, Senior IFA Administrator, Business Support, Para-planner, Paraplanning, Client Delivery
