Senior IFA Administrator/Paraplanner

Recruiter
Anthony Alexandra
Location
Brighton, East Sussex
Salary
30000.0000
Posted
20 Jul 2017
Closes
19 Aug 2017
Contract Type
Permanent
Hours
Full Time

Are you an experienced Senior IFA Administrator/Paraplanner interested in a new role?

Anthony Alexandra are in alliance with a Financial Planning firm based in Brighton who are seeking a Senior IFA Administrator/Paraplanner to join their expanding team. Our clients recruit will be organised, flexible and highly professional.

Our client is providing a wonderful opportunity in which will help a well- structured career and gain more knowledge and experience within this role. Moreover, candidates will be required to have many duties, these duties will include: -

  • Undertaking product and fund research utilising software
  • Producing client proposals and suitability letters
  • To ensure records are maintained and accurate
  • To ensure new business is seen through to completion and is in line with standardised administrative and compliance procedures
  • Answering queries from clients in a precise and polite manner

This is an exceptional chance to work as a Senior IFA Administrator/ Paraplanner for our client. Therefore, this opportunity is suitable for a candidate who is highly professional in approach and has the following skills and experience: -

  • Over 2 years’ experience working within Financial Services
  • Previous experience working within a Senior IFA Administration role
  • Achieved or working towards professional qualifications
  • Good knowledge of Pensions, investments and Protection products

The successful candidate will be offered a great opportunity to join a business that believes in nurturing your career, valuing your commitment and rewarding you with attractive employee benefits packages.