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Ipswich, Suffolk
Public funding advisor
Senior Financial Planning Administrator/junior Paraplanner

Senior Financial Planning Administrator/junior Paraplanner

James Phillip Financial Recruitment

Posted 8 hours ago, valid for 5 hours

Ipswich, Suffolk IP15BH, England

Full Time

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Sonic Summary

A leading Chartered IFA brokerage is seeking an experienced administrator or junior Paraplanner to join their growing team.
The role involves supporting advisers with day-to-day administration tasks, including processing new business applications and conducting research reviews.
The ideal candidate should have over two years of experience as an IFA administrator and be looking to advance their career.
An excellent salary, benefits, and a clear career path are offered, along with a fantastic company culture.
Hybrid working options may be available after successfully completing the probation period.

Fantastic opportunity.

A leading Chartered IFA brokerage is currently seeking an experienced administrator/junior Paraplanner to join their busy and growing team.

You will be working as part of a team supporting the advisers.

Additional duties will include day to day administration i.e. processing new business applications, chasing outstanding information, research reviews and renewals, valuations and dealing with external companies. Moving to cash flow forecasts and suitability reports

The ideal candidate will be working as an IFA administrator currently with two years+ experience and be looking for the next move in their career.

Excellent salary, benefits and career path on offer and fantastic company culture and atmosphere.

Look at hybrid working after successfully completing probation.

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