Trainee Paraplanner / Senior IFA Administrator

United Kingdom
24000.00 - 33000.00 GBP Annual
13 Jun 2019
11 Jul 2019
Contract Type
Full Time

Trainee Paraplanner / Senior IFA Administrator

GBP24,000 to GBP33,000 plus benefits, bonus and exam support

Experienced Senior IFA Administrator / Trainee Paraplanner required to join this highly successful IFA firm that provides advice to HNW Private Clients. The firm delivers high quality advice to a wide range of clients across the full range of Investments and Retirement Planning.

You will initially be employed in a Senior IFA Administrator support capacity dealing with new business, report writing and servicing though will immediately receive training across technical support including asset analysis and research. In due course you will deal directly with clients and attend meetings.

Applicants will be experienced within the Financial Services industry, ideally working towards Level 4 industry qualifications with exposure to the Pension and Investment planning sectors within an administration or similar role and already have knowledge in report writing.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.