- Process new business,
- Keep up to date with all relevant product, legislative and technical changes, as required.
- Ensure all dealings with clients are carried out in a professional and courteous manner.
- LOA administration and processes.
- Process new business application.
- Making appointment packs.
- Valuations, Illustrations
- Letter writing, which involved working closely with the Advisors and Paraplanners which will lead into a fully-fledged Paraplanning role
- Working closely to provide administrative support to 2 top performing Financial Planners
- General administrative duties when required.
Back to searchIFA Admin/ Trainee Paraplanner
Medlock Partners Limited
Posted 13 hours ago, valid for 16 days
Leicester, Leicestershire LE19 1WH, England
£26,000 per annum
Full Time
In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.
Sonic Summary
- The position available is for an IFA Administrator/Trainee Paraplanner based in Leicestershire with a salary of up to £26,000 depending on experience.
- The firm is seeking a candidate who has industry-related experience or is passionate about obtaining the Level 4 Diploma.
- Responsibilities include processing new business, keeping up to date with relevant changes, and providing administrative support to Financial Planners.
- The company promotes a family culture and encourages development within a vibrant and growing environment.
- Candidates from all backgrounds are encouraged to apply, with a focus on demonstrating the necessary skills for the role.
