Financial Planning Administrator / Trainee Paraplanner

Posted 4 April by MI Search Ltd

This IFA firm is currently seeking a technical administrator to join its financial planning team based in their offices in Leeds.

In this role you will work alongside a paraplanner who provides dedicated support for the advisers. Your role will include undertaking annual investment valuations, preparing documentation for client meetings, liaison with clients, submitting new business applications, communicating with providers, undertaking research and updating and maintaining back office systems.

In this role you will be given the opportunity and support to work towards being a paraplanner.

Ideally you will be a technical financial planning administrator working in a financial planning practice who is keen to take exams towards being Diploma qualified and be keen to develop your knowledge and experience into the role of paraplanner.

Basic salary to £24,000 and benefits.

Required skills

  • Administrative
  • sales support
  • administration
  • paraplanner
  • trainee paraplanner

Reference: 34821775

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