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Senior IFA Administrator/Junior Paraplanner - Torbay

Senior IFA Administrator/Junior Paraplanner - Torbay

Posted 9 April by Recruit UK Ended

Recruit UK has been retained by an IFA practice based in Torbay to support their recruitment of a Junior Paraplanner due to organic business growth.

You will be responsible for supporting several advisers and their HNW clientele across Investments, Pensions and Protection with full paraplanning support as part of a highly experienced Paraplanning division.

This position would suit an administrator with a strong background supporting advisers and paraplanners within an IFA environment who has strong knowledge of financial services and products. Ideally you will have progression towards your diploma and a basic understanding/level of competency with report writing (Independently or via a template system).

You will benefit from working with a highly experienced team who will be on hand to support and help train you in all aspects of technical paraplanning. Long term you will have an opportunity to progress into more senior positions, and to support this you will be given full exams support towards your Diploma.

Requirements

  • Previous administration experience within an IFA environment
  • Progression towards Diploma in Financial Planning
  • Knowledge of report writing at a basic or advanced level (Advantageous)

For more information on this role, please contact Andrew Daly at Recruit UK on 01179-170412. Quote reference 12451

Reference: 34854910

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