Trainee Paraplanner (IFA Administrator)
Are you an experienced IFA Administrator looking to take the next step? This is a fantastic opportunity to join a business dedicated to providing valuable, high-quality financial advice to a growing and diverse client base.
Overview:The firm prides itself on delivering a valuable service to clients facing increasingly complex financial decisions. With a focus on quality advice, innovation, and inclusion, the business supports advisers with personal development, cutting-edge tools, and national introducer arrangements.
Salary: Up to £35,000
Key Responsibilities:
* Prepare client reports and conduct product research.
* Provide technical analysis for advisers.
* Ensure compliance accuracy and documentation.
* Liaise with clients and providers.
Key Skills:
* Deep knowledge of financial products and compliance.
* Excellent organisational and communication abilities.
* Proficiency with financial software.
* Strong attention to detail and problem-solving.
Why Join Us?
* Supportive training for career progression.
* Employee benefit trust ensuring profit sharing.
* Perks like birthday leave, private medical insurance, electric car scheme, and more.
Take your career to the next level—apply ...