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Our client, an award winning financial planning firm in York are looking to appoint an IFA Administrator/ Trainee Paraplanner to join their experienced and growing team on a permanent basis.
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
- Processing new business applications across the key financial products
- Basic Report writing (full training provided)
- Submitting transaction & trade requests including fund switches on and off platform
- Obtaining illustrations & product literature
- Acquiring client portfolio valuations
- Preparation of annual review packs for client meetings
- Acting as a key point of contact for financial planners & clients
- Liaising with product providers
- Actioning LOAs
- Maintaining an accurate record of the Client’s financial situation
The candidate:
- IFA/ financial planning administration experience (essential)
- knowledge of provider platforms
- Highly organised
What’s on offer:
- Starting basic salary of up to £30,000 + bonus
- 25 days holiday
- Full study support inclusive of training courses
- Structured career progression
- DIS
Please contact submit the latest version of your CV to be considered for this opportunity.
