IFA Administrator/Junior Paraplanner

Posted 1 May by Blakemore Recruitment
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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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