IFA Sales Support Administrator/Trainee Paraplanner

Posted 2 days ago by Blakemore Recruitment
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A boutique financial planner is seeking an Administrator/Trainee Paraplanner who is looking to join their team. The role will initially be an Administrator to provide support to a team of Paraplanners and Advisers.

The role is very challenging and the business will be looking for a candidate who wants to develop their careers moving forwards. They are looking for someone who wants to progress their career into Paraplanning and so you will be expected to study for exams in order to develop your knowledge and progress your career.

They are an expanding company and so you will be involved in a wide variety of tasks and your responsibilities and will be varied.

You must have experience working for an IFA or Financial Planner currently and be willing to take the exams that will help you move to the next step. You must also have excellent verbal and written communication skills and be happy to take part in client meetings.

You must also have an interest in financial services over and above the norm and have a graduate degree.

This is an excellent opportunity and will help accelerate your career to the next level.

Required skills

  • Financial Services
  • Wealth Management
  • Client Administration
  • sales support administration

Reference: 40766805

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