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Trainee Paraplanner (IFA Administrator)
Are you an experienced IFA Administrator looking to take the next step? This is a fantastic opportunity to join a business dedicated to providing valuable, high-quality financial advice to a growing and diverse client base.
Overview:The firm prides itself on delivering a valuable service to clients facing increasingly complex financial decisions. With a focus on quality advice, innovation, and inclusion, the business supports advisers with personal development, cutting-edge tools, and national introducer arrangements.
Salary: Up to £35,000
Key Responsibilities:
- Prepare client reports and conduct product research.
- Provide technical analysis for advisers.
- Ensure compliance accuracy and documentation.
- Liaise with clients and providers.
Key Skills:
- Deep knowledge of financial products and compliance.
- Excellent organisational and communication abilities.
- Proficiency with financial software.
- Strong attention to detail and problem-solving.
Why Join Us?
- Supportive training for career progression.
- Employee benefit trust ensuring profit sharing.
- Perks like birthday leave, private medical insurance, electric car scheme, and more.
Take your career to the next level—apply today!
