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Financial Planning Assistant

Posted 6 February by REED Insurance Easy Apply Featured Ended
Very friendly and successful IFA practice based just outside Bournemouth/Poole are recruiting within their team for a IFA Administrator/ Trainee Paraplanner. Very hardworking team, lovely modern offices and friendly fun working environment.

Support towards Level 4 Diploma in Financial Planning and progression opportunities within the business.

Salary has scope to £30,000 dependant on current experience and qualifications. 

You will be working closely with the businesses advisers to prepare for meetings and assist the paraplanners with preparing recommendations and report writing, alongside generic financial services administration.

Ideal candidates will have experience working within a IFA Practice, with upto date product knowledge.

For more information please apply online or contact chez.rudiak@reedglobal.com

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34404735

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