IFA Administrator / Trainee Paraplanner

Recruiter
MB Fitzgerald
Location
Grangetown
Posted
11 Jan 2018
Closes
12 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

An established and highly-respected firm of IFA's now requires a Senior Administrator/ Paraplanner to join the existing team in Cardiff.

This role is key within the financial planning/advisor team. The right individual will have at least two years experience of working within an IFA, either paraplanning or coming from a Senior Sales support background.

You will be required to complete compliant suitability reports for the Director and another Financial Planner. On occasions you will also research the most suitable products for clients on behalf of the financial advisor. Training and support will be giving in these areas. Other responsibilities include Administration support, contacting Providers, answering client queries, diary management, meeting preparation etc.

You will be provided full training and guidance whilst in the role. Furthermore, all support for qualifications will be given.

Working under pressure and within tight deadlines is an absolute must within this role.