Cooper Lomaz is working with a successful IFA based in Ely. They are seeking an experienced Financial Administrator/ Paraplanner to join their friendly team.
The role will involve:
* Undertake valuations for advisers
* Calculate any balancing fees
* Prepare files for client meetings
* Completion of post client review tasks
The successful candidate will have:
* At least 12 months experience working with an IFA or Wealth Management company
* Strong organisation skills
* Good communicator
* Good work ethic
In return our client can offer:
* £24,000- £28,000 salary may consider higher
* 22 days holiday + bank holiday increasing with years of service
* Company pension scheme
* Private medical insurance
* Training and support
* On site parking
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