IFA Administrator

Cooper Lomaz is working with a successful IFA based in Ely. They are seeking an experienced Financial Administrator/ Paraplanner to join their friendly team.

The role will involve:

• Undertake valuations for advisers
• Calculate any balancing fees
• Prepare files for client meetings
• Completion of post client review tasks

The successful candidate will have:

• At least 12 months experience working with an IFA or Wealth Management company
• Strong organisation skills
• Good communicator
• Good work ethic

In return our client can offer:

• 24,000- 28,000 salary may consider higher
• 22 days holiday + bank holiday increasing with years of service
• Company pension scheme
• Private medical insurance
• Training and support
• On site parking