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IFA Admin/Trainee Paraplanner,
Office, South Cumbria
Salary - Up to £28k depending on experience.
Are you starting your career in financial services and looking for an entry-level position with room to grow? If so, this opportunity could be a perfect fit.
The business is looking for someone that has administration experience who is looking to pursue a career in financial services. You’ll be joining a supportive, close-knit team that values growth and will provide you with hands-on training, study support, and the chance to develop skills in report writing and other administrative tasks. As you progress, this role offers a pathway to advance into paraplanning, setting you up for a rewarding career in financial services.
The Business
The business is a well-established independent advisory business is based in the south of Cumbria. The directors have over 40 years’ experience in financial services and take pride in continuing to deliver an exceptional client journey.
The Role
The duties of this role will be varied with you having a responsibility to support the existing Advisors and Paraplanners. These duties will include processing new business, sending letters of authority, speaking to clients and providers, actioning fund switches, withdrawals as well as updating the in-house systems. In addition to this, you’ll be undertaking some paraplanning duties immediately with the provision of simpler suitability reports, with a view to progressing into a full paraplanning role over time. Due to the close-knit nature of the team and the collaborative and supportive culture, the administration and paraplanning team are office-based roles.
The Benefits
- Full-time or part-time employment considered
- Salary - Up to £28k depending on experience.
- Study support.
- Progression opportunities
- 22 days annual leave with bank holidays on top.
- Company Pension Scheme
How to apply
Simply apply here and one of our team will be in contact to support your application.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator, Administrator, Admin
