IFA Administrator/Junior Paraplanner
We are recruiting for this well regarded financial planner who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration with a high level of analytical skills required. Experience required:
- A minimum of two years of experience working in a financial planning services administration role.
- Strong IT skills (preferably with experience using experience of IO and Excel desirable).
- Excellent attention to detail.
- Good communication and people skills.
- Able to work under pressure if required and with minimal supervision.
- Able to analyse data.
- Highly organised, methodical and disciplined with a good eye for detail.
- Able to work within defined business processes
This is an excellent opportunity to develop your career with a progressive employer who believe in career progression.
Required skills
- Investment Management
- Paraplanning
- Wealth Management
Reference: 52561510
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