Administrator/Trainee Paraplanner

Recruiter
James Newbury
Location
Bedford
Salary
£26000 - £30000/annum
Posted
12 Jul 2017
Closes
10 Aug 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Administrator/Trainee Paraplanner
Salary £30,000 (dependant on experience and qualification)

• IFA/Wealth Management administrator/junior paraplanner
• Good IT skills
• Good written & oral communication skills
• Experienced in using back-office systems & Wrap platforms
• Experienced in using research tools (the firm uses Analytics and O&M, so specific
experience in either/both of these would be helpful but not essential)
• Work will include processing business, handling clients’ queries by phone & email,
conducting/up-dating valuations of clients’ portfolios, dealing with product providers
etc. There will also be some involvement in pension transfer work & report writing
• The ideal candidate should have some professional qualifications & either be Diploma
qualified OR at least working towards it

The firm is a well established, top-end, boutique Wealth Management IFA practice, with HNW clients, based near Bedford.

Benefits:
Contributory pension after probation
28 days holiday a year including bank holidays
Hours Monday-Friday 9-5.30