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Vacancy for Experienced Financial Services Administrator/Paraplanner

We're a well-established firm of Independent Financial Advisers with an excellent reputation for managing clients' investments and pensions and we have a new vacancy for a Financial Services Administrator / Paraplanner.

Job description

We are looking for a candidate who has experience in the financial services industry, either as an experienced administrator, a trainee Paraplanner or a qualified Paraplanner. The role will include assisting the Advisers in research and preparing Suitability reports; collating and maintaining electronic Factfind information; reviewing existing investments, liaising with clients and providers and generally providing an excellent service to our clients.

Formal qualifications would be desirable but not essential - we offer a full training programme and ongoing support for study and further qualifications.

Job Type: Full-time, Permanent

Salary: £28,000.00-£38,000.00 per year

E-Mail your CV and a covering letter to: enquiries@ifahelpline.com