IFA Administrator

IFA Administrator/Junior Paraplanner

Tewkesbury

Office based role

Up to £30k

This role is best suited for candidates who have experience within Financial services who can learn, grow and develop within the role. Junior Paraplanner available for those with IFA Administration and report writing experience. Progression potential to a Paraplanner and Advisor going forward. Salary up to £30k.

The Business

The business is a directly authorised Independent Financial Advisory firm who have been in operation for over 20 years and offer whole of market advice, specialising in Investments, Pensions, Inheritance Tax Planning, Mortgages and Life assurance. You will be surrounding by the team, helping you grow and supporting your journey.

The Role

Within the role you will be supporting the Admin/Paraplanning team and advisors, preparing for meetings, speaking to clients and providers, processing new business and the Letter of Authority process. There will be an opportunity to get involved with annual review reports going forward.

The Benefits

• Salary up to £30k
• Holiday days
• Pension above statutory
• Death in service

Apply

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator