Back to search
Trainee IFA Administrator
Grimsby
£23,000 - £25,000
NJR Recruitment is delighted to be recruiting for a fast-growing Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK. Due to growth, they are now looking for an ambitious Trainee Administrator to join their team based in Grimsby.
What's on offer!
- 22 Days holiday + Bank Holidays
- Flexible hours
- Death in Service Cover
- Option to Buy more holidays
- Hybrid working after probation
- Study support
- Ongoing development and progression
- Pension
This is a great opportunity for any graduate looking for their first role in financial planning.
The main purpose of the role will be to support Financial Planners and the Compliance team will all aspects of the administration including the following:
- Processing New Business
- Dealing with client queries
- Managing an Adviser's diary
- Checking compliance files
- Liaising with a variety of providers
What do we need from you?
- A degree in a finance related field eg economics, maths, accountancy
- Strong communication skills
- Good attention to detail
- A passion for wanting a career in financial planning
- Ideally the successful applicant will be working towards either Level 4 Diploma qualification in Financial Planning or CISI Level 4 Certificate of Paraplanning with a good working knowledge of protection, pensions and investment products but this is not essential.
This really is a great opportunity for a recent graduate to start a career with a leading financial planning firm that offers genuinely progression and development. So apply today or for more information please contact one of our special consultants quoting REF: NJR15585
