Senior Administrator/Paraplanner

Reed Insurance
22 Apr 2017
22 May 2017
Contract Type
Full Time
My client a leading Wealth Planning IFA Practice is looking to recruit for Hybrid role between Administration and Paraplanning.  The ideal candidate will be working towards Diploma and will be responsible for putting together meeting packs and assisting with report writing and be looking after the more technical areas of Administration and swiftly moving towards being a qualified paraplanner.  The client will support your examinations and the successful Applicant will have a keen desire to move from  Senior Administration into report writing in the fulness of time.  If you have not achieved full Diploma but are working towards it this will be an ideal role for you.  The client rewards talent and you will be awarded for your experience and skills. 

The main purpose of the role will be to assist with the paraplanning and the candidate would be tasked with collating the more detailed information for a meeting (both new client and existing client reviews), ideally with some qualifications already attained and a desire to become fully qualified.  This is a fantastic role for someone with amition to move forward in their role. 

The ideal applicant must be able to demonstrate the following:-

- Senior Administrator within an IFA currently
- Currently a Trainee Paraplanner with Part Dip qualification
- Working towards the Diploma in Financial Planning

In return our client offers an excellent salary and benefits package. 

Reed Specialist Recruitment Limited is an employment agency and employment business