IFA Administrator / Trainee Paraplanner

£20,000 per annum
24 Aug 2017
31 Aug 2017
Contract Type
Full Time

Job Title: IFA Administrator / Trainee Paraplanner
Location: Stratford-upon-Avon
Salary: £20,000 to £25,000
Benefits: Bonuses, Pension, Progression and Exams paid for

My client is a well-established rapidly growing IFA practice, that requires an IFA Administrator / trainee paraplanner who wants to progress to help and assist with the development of a growing team that deals with a wide range of Financial Services products including Pensions, Investments

You will need experience working within an IFA Practice and some Financial Services qualifications would be beneficial

This role provides an excellent opportunity for somebody who is currently an IFA Administrator looking to progress into a paraplanner role and beyond

On offer is a very completive salary with bonuses, and a great working environment, Full exams paid for and the chance to progress in your career

Duties will Include:

Providing support to the Advisers and Paraplanners
Shadowing the Paraplanner
Self-development and taking exams
Processing new business
Actively managing diary tasks
Answering telephone queries from clients and providers
Preparing client meeting packs

Skills and Experience required:

Experience of working within an IFA Practice
Financial Services qualifications are desirable
Good communication skills
Professional attitude

If this is not the right role for you, please call us for a confidential chat as we might be recruiting for a role that is not necessarily advertised.

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for