TECHNICAL IFA ADMINISTRATOR / JNR PARAPLANNER ( career progressive role)

My Client is a highly respected award-winning independent Financial Advisory Firm who are offering this incredible opportunity to a progressive and dynamic IFA Administrator to join this established and successful team and develop further towards Paraplanning. This is a thriving successful business where you will feel very much included from your first day and totally valued for your hard work and commitment.

Opportunity Highlights

** New opening within a Client facing team as Junior Paraplanner/Technical Administrator

** Full progression to Paraplanner

** Provide support in delivering holistic planning, technical support to a growing HNW client portfolio.

** Cashflow planning, Trades & Portfolio rebalancing, Deal with complex technical Client queries, assist producing suitability letters, obtain illustrations, prepare and attend Client meetings

** Working towards CII Diploma with 2 to 3 RO exams achieved or more.

** Firm offers excellent Paraplanning training programme.

** Develop further your technical understanding.

** c 3 years IFA Admin with HNW experience required

** Experience of Voyant and IO

If you are interested in joining this team, please contact Camilla Howden at Financial Divisions