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Due to a exciting recent acquisition my client who are a Fareham based whole of market financial planning practice are expanding their team with opportunities for a experienced IFA administrator who is ambitious to train as a Paraplanner, or a experienced Paraplanner looking to train as a IFA and shadow a highly experienced adviser possessing many years of financial planning knowledge.
Duties
- Supporting a team of financial planners with whole of market IFA administration.
- Dealing with client technical queries in a efficient and professional manner.
- Specific to a paraplanner - attending client meeting, taking notes/ information.
- Specific to a administrator - gathering and compiling information for meeting packs, annual reviews, LOA’s, submitting of new business.
Required Skills and Qualifications
- Financial services experience, ideally within a an IFA or wealth practice.
- Experience using Intelligent office is desired
- Any relevant qualification, such as certificates in financial planning or working towards the level 4 diploma in financial planning is desired.
Package
A salary of up to £35k depending on experience, 25 days holiday + the day off on your birthday, study/examination support, life cover, pension, PMI, all after flexible working, but will mainly be a office based role.
Please apply online or reach out to Chez Dunning - Director of Appointed to find out more.
