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Trainee IFA Administrator

Finlink Ltd
Posted 17 hours ago, valid for 24 days
Location

Ulverston, Cumbria LA12 7LB, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

Retirement Plan

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

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  • The IFA Admin/Trainee Paraplanner position in South Cumbria offers a salary of up to £28,000 depending on experience.
  • This entry-level role is ideal for individuals starting their career in financial services, particularly those with administration experience.
  • The position provides hands-on training and study support, with opportunities to develop skills in report writing and administrative tasks.
  • As you gain experience, there is a clear pathway to advance into a full paraplanning role.
  • Candidates are expected to have some prior administration experience to qualify for this supportive and growth-oriented team.

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

Apply now in a few quick clicks

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.