IFA Administrator / Junior Paraplanner

Recruiter
Heat Recruitment
Location
Peterborough
Salary
From £25,000 to £30,000 per annum
Posted
30 Sep 2017
Closes
03 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
The Client

This is an exciting opportunity for an ambitious professional to join a successful Financial Planning firm based in Peterborough. Focusing on providing a high quality financial planning service to its valued clients within both the private and corporate areas, this firm has built a sound reputation within the industry and is ever growing in stature.

The Opportunity

During a period of expansion, our client is looking to add to their back-office team and is looking for an experienced IFA Administrator to provide a first-class compliant support service to the financial advisers of the practice, alongside working closely with the MD of the practice, enabling them to deliver appropriate advice and solutions to clients in all areas of financial planning. This could also branch into a paraplanning based position if the successful candidate was interested in this area as there is a versatile back office team in place already.

What’s needed to be considered?

· Previous experience within an IFA or Financial Planning Practice

· Comfortable with providing administrative support to financial planners.

· A strong knowledge of financial products, particularly Pensions and Investments

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms:

*Client Services Administrator, Sales Support, Technical Sales Support, Technical Planner, paraplanner, para-planner, IFA administrator, financial planning administrator


This job was originally posted as www.totaljobs.com/job/76005274