IFA Admin/Trainee Paraplanner,

Office, South Cumbria

Salary - Up to £30k depending on experience.

Do you have experience of working in financial services and are now looking for career progression. If so, this opportunity might be just what you’re looking for. This role would be ideally suited for a financial services administrator that has some experience in writing basic suitability reports. You will benefit from joining a close team where you will receive support from the experienced team, study support, and due to the size of the business, a more personal and rewarding experience. Furthermore, this role comes with the opportunity to advance your career into paraplanning.

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 £30k 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