- 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 a month ago, valid for 16 days
Leicester, Leicestershire LE19 1WH, England
£26,000 per annum
Full Time
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Sonic Summary
- The position 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 with industry-related experience or a strong desire to pursue the Level 4 Diploma.
- Responsibilities include processing new business, maintaining client relations, and supporting financial planners.
- The company promotes a family culture and encourages professional development within a vibrant and growing environment.
- Candidates from diverse backgrounds are encouraged to apply, and the firm is an equal opportunities employer.
