IFA Administrator (Study Support / 9-5)
IFA Administrator (Study Support / 9-5)
£40,000 – £50,000 + 32 Days Holiday + Stable Company + 5% Matched Pension + Study Support
Bourne End
Are you an IFA Admin looking to step up into a Paraplanner role in a tight knit IFA, which will offer you a Study Support, work balance and a great working environment?
On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are going through a period of organic growth and are looking for a Paraplanner to bolster their team.
Your role will involve supporting the advisers with their admin requirements. You will build relationships with stakeholders, complete suitability reports, make trades and complete all ad hoc admin.
This role would suit an IFA Admin looking for a Paraplanner role in a tight knit firm who are focused on giving the best service possible to their clients and looking after their staff.
The Role
* Collating client information
* Undertaking research
* Producing client illustrations
* Writing suitability reports
* Monday to Friday 9am-5pm with a 4:30pm finish on a Friday
The Person
* Financial Services experience
* Level 4 part qualified as a minimum
* Looking for a Paraplanner role
Reference Number:11163
Key words: Admin, finance, consultant, clients, planning.
If you are interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
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