Senior IFA Administrator/Paraplanner

Paul Charles Recruitment Ltd
Lowestoft, Suffolk
16 Jun 2017
16 Jul 2017
Contract Type
Full Time

Our client is a Financial Advisory/Wealth Management IFA Firm based close to the centre of Lowestoft.

Due to continued growth and success, they are looking for a senior IFA Administrator/ Junior Paraplanner, to assist the Advisory team. This is an excellent opportunity for someone who is looking to work as part of a team, and to learn new skills and further your career with a successful company.

The role will require someone with previous experience as an administrator/paraplanner within Financial Services, and someone who is personable, well presented, hardworking and with excellent communication skills.

The role will involve: technical paraplanning and administration support to the Advisory team, across the Company’s range of activities including: full financial reviews, investments, pensions (personal and corporate) and protection business and will include report writing predominantly from templates, product research and analysis, preparation of investment reviews and valuations ahead of client meetings and general administrative duties - this is a hybrid role within a super firm offering superb career prospects.

On offer is an excellent basic salary based on qualifications and experience