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Technical IFA Admin / Junior Paraplanner

Cranleigh Personnel
Posted 11 days ago, valid for 8 days
Location

Hertford, Hertfordshire SG14 3ES, England

Contract type

Full Time

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 position is for a Technical IFA Admin / Junior Paraplanner located in Hertford.
  • The salary range for this role is between £32,000 and £42,000.
  • Candidates should have experience as a Technical IFA Administrator or Junior Paraplanner and be looking for career development opportunities.
  • The role offers the chance to work closely with an Adviser, fostering strong client relationships and receiving mentorship in paraplanning.
  • The company is a respected boutique financial advisory firm that values staff development and offers support for professional exams.

Technical IFA Admin / Junior Paraplanner

Location: Hertford

Salary: £32,000 - £42,000

  • Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move ?
  • Do you feel like you aren’t receiving the right mentoring / career support?
  • Would you like to work for an independent IFA who can support you into a full paraplanning role?
  • Would you enjoy working 1-1 with an Adviser so you can build and develop strong relationships with the clients?

If so, we can help

Company/Role Information:

Our client is a highly respected boutique financial advisory firm with exceptional staff retention and a warm team culture. This boutique wealth planning practice has a close supportive team of 8, 3 of which our company has had the pleasure of placing. The team work closely with advisers to deliver bespoke financial solutions in key areas like:

  • Investment Planning and Financial Management
  • Pension Planning (pre and post-retirement)
  • Trusts and Estate Planning
  • Group Personal Pensions and Group Risk Benefits

The company has twice before hired a junior paraplanner, and a senior administrator who were looking for a business to help develop their skills

This business will provide opportunities such as full development into either a paraplanner or Trainee Adviser, as well as mentorship from the other paraplanners within the team, and support with the exams towards the Diploma

So, if you are looking for an environment where you can learn directly from your close working relationship with an experienced Adviser, develop your paraplanning skills and gain full exam support, then please apply and we can run through the role in more detail

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.