Administrator/Trainee Paraplanner

Posted 7 May by Blakemore Recruitment
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We are recruiting for a well regarded IFA firm who are looking for an experienced administrator to join the team. the role will provide the opportunity to develop your paraplanning skills and become a full paraplanner in time.

You will be an experienced administrator with report writing experience and be looking to develop your knowledge and experience moving forwards. You must also be experienced in doing general IFA administration, valuations, illustrations, etc.

This is an excellent opportunity to join a progressive employer who will also allow you to work from home 3 days a week after the initial training period is complete.

You will also be expected to complete the level 4 diploma if you haven't already done so.

Required skills

  • Investment Management
  • Paraplanning
  • Wealth Management
  • Sales Support

Reference: 52595738

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