IFA Administrator

Cooper Lomaz Recruitment

Posted 14 hours ago, valid for 6 days

Ely, Cambridgeshire CB7 4DH

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

Cooper Lomaz is partnering with a successful Independent Financial Advisor (IFA) in Ely to find an experienced Financial Administrator/Paraplanner.
The role includes responsibilities such as undertaking valuations for advisers, calculating balancing fees, preparing files for client meetings, and completing post-client review tasks.
Candidates must have at least 12 months of experience working with an IFA or Wealth Management company, along with strong organizational skills and good communication abilities.
The position offers a salary range of £24,000 to £28,000, with potential for a higher salary based on experience.
Additional benefits include 22 days of holiday plus bank holidays, a company pension scheme, private medical insurance, training and support, and on-site parking.

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

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