IFA Senior Administrator / Junior Paraplanner

Recruiter
Reed
Location
Ilford, UK
Salary
Competitive
Posted
14 Jul 2019
Closes
31 Jul 2019
Ref
1197329097
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
IFA Administrator / Junior Paraplanner

The Role

A boutique IFA in Ilford is looking for an experienced administrator / Junior Paraplanner to join their friendly team.

Your main responsibilities will include processing pension, investment, life assurance and mortgage applications, chasing outstanding information, answering the telephone, dealing with insurance companies, creating suitability reports, product research and generally assisting two financial advisers with admin/paraplanning tasks.

About You

You must have at least five years of recent experience working in a similar role within an IFA environment and a working knowledge of Intelliflo, Dynamic Planner and O&M would be preferable. In addition, you will need GCSE passes at grade C or better in both English and Mathematics.

The opportunity

The right candidate will be given the opportunity to gain market qualifications and the chance for progression to Paraplanner and in time, Adviser.

A competitive salary is on offer dependent on experience, skills and qualifications but is likely to be in the £25,000-£30,000 range plus excellent staff benefits.

What Next?

If you're looking for a challenging work environment, opportunities to continually develop your skills and be part of an organisation that is dedicated to being an outstanding citizen and community leader, then contact Emma Goldsmith.

Our specialist consultant will be able 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 up to £100 in vouchers if we assist them in securing a new career.

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