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IFA Administrator/Paraplanner
Cheltenham area
Office based role
Up to £30k
This role is best suited for candidates who have experience as an IFA Administrator, writing basic annual review reports is desirable but not required. Progression potential to a Paraplanner and Advisor going forward. Salary up to £30k.
The Business
The business is a directly authorised Independent Financial Advisory firm who have been in operation for over 20 years and offer whole of market advice, specialising in Investments, Pensions, Inheritance Tax Planning, Mortgages and Life assurance. You will be surrounding by the team, helping you grow and supporting your journey.
The Role
Within the role you will be supporting the Admin/Paraplanning team and advisors, preparing for meetings, speaking to clients and providers, processing new business and the Letter of Authority process. There will be an opportunity to get involved with annual review reports going forward.
The Benefits
- Salary up to £30k
- Holiday days
- Pension above statutory
- Death in service
- Full benefits to be confirmed
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.
