IFA Administrator / Trainee Paraplanner

We have an opportunity for someone with previous Financial Planning Administration experience to join a successful company with a great reputation based in Poole.

Due to growth, the opportunity for an IFA Administrator has arisen. The ideal candidate would have some experience with report writing, and the ambitions to progress into Paraplanning in the future.

This role is office based, and you'll be joining a collaborative team that strives to achieve the best results for their clients.

WHAT’S NEEDED TO BE CONSIDERED?

• Previous experience within a financial planning practice
• Good level of analytical capability and good communication skills
• Experience dealing with investments, pensions and protection products
• FCA understanding of regulations and products, and their practical application
• Effective communication, both written and verbal
• Have a professional, proactive and positive attitude

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.