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IFA Administrator
Plymouth
Office based role
Up to £31k
This role is best suited to an those with 1 year of IFA Administration experience. The company is looking for administration support, with the option for the individual to progress into a paraplanner going forward. Salary up to £31k.
The Business
The business is a small financial advisory firm who have been in operation for over 20 years and specialise in investments, pensions, trusts, annuities, inheritance and mortgages. They are looking for an individual to join the close-knit company and learn alongside the experienced team.
The Role
Within the role you will be supporting the Advisors and Paraplanners, including preparing for meetings, managing client files, processing new business, conducting research, communicating with client and providers, updating the CRM system and report writing. You will have the opportunity to learn and grow into a paraplanning role.
The Benefits
- Salary up to £31k
- Private medical insurance
- Exam support
- Flexible working
- Pension
- Holiday days
- Free parking
- Full benefits to be confirmed
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator, Junior Paraplanner, trainee Paraplanner.
