Senior IFA Administrator / Junior Paraplanner
- Recruiter
- JohnstonGreer
- Location
- Coleraine
- Salary
- 23000.00 - 30000.00 GBP Annual
- Posted
- 08 Oct 2019
- Closes
- 17 Oct 2019
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Senior IFA Administrator / Junior Paraplanner
GBP23,000 to GBP30,000 plus benefits
Senior IFA Administrator / Junior Paraplanner required by this regional IFA firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning.
The Senior IFA Administrator duties will include high levels of provider liaison and client communications in addition to valuations, research, template report writing, platform work, database management and the preparation for and attendance at client meetings. Full support will be provided to support the progression into a Paraplanning role within the firm.
You will ideally be experienced in providing Advisor support within an IFA environment, and will have progressed towards the industry Level 4 exams. You will also demonstrate excellent technical knowledge, awareness of the current markets and an understanding of the industry regulations.
JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Investment, Pension and Wealth Management sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.