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This Senior IFA Administrator / Paraplanner job is available within an independent financial planning firm based just outside of Coventry
You will be joining a team of 15 who thoroughly enjoy working together, with many of them being with the business for several years!
This role will combine elements of both administrative and paraplanning duties, therefore our client is open to either a Senior IFA Administrator or a Paraplanner happy to do admin duties.
For instance, you will be undertaking some research, suitability reports, and analysis, with many of their clients being high net worth. In addition, you will undertake administration through preparing client packs, actioning post meeting tasks, obtaining outstanding information, liaising with clients and providers.
Senior IFA Administrator / Paraplanner Requirements
- Our client is seeking individuals happy with both admin and paraplanning duties, as such this could suit a Senior IFA Administrator or Paraplanner
- No requirement to hold industry qualifications, but this would be advantageous
- Looking for customer focused team members
The Company
This long established firm has dual focus with teams specialising in wealth management and employee benefits. As such, they support personal and corporate clients across both sides of their business. You will be joining a close knit team who enjoy working together to support their clients and provide great service. They are big advocates of internal development and progression and seeing their team flourish.
Senior IFA Administrator / Paraplanner Benefits
- Salary of £30,000 - £40,000 (negotiable)
- Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan and biannual discretionary bonus
- Working hours of 8:30am - 5pm, Monday to Thursday, 8:30am - 1:30pm, Friday
- Office based role with potentially Friday from home
- Potential to consider part-time hours, for instance to suit school hours
- Free car parking available on site
- Financial support towards industry qualifications plus study leave provided
Locations
Meriden
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