Medlock Partners
Posted today
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Leicestershire based Salary up to £26,000 (Experiencedependant)
Exam support and Funding
We are proud to be representing a Firm of Independent FinancialPlanners who have grown year on year and are currently seeking atalented IFA Administrator/ Trainee Paraplanner. Our Client operate afamily culture within the business and promote and encouragedevelopment. This is an excellent opportunity to work for a vibrantand growing firm.
Responsibilities:
* Process new business,
* Keep up to date with allrelevant product, legislative and technical changes, as required.
* Ensure all dealings with clients are carried out in aprofessional and courteous manner.
* LOA administration andprocesses.
* Process new business application.
* Letterwriting, which involved working closely with the Advisors andParaplanners which will lead into a fully-fledged Paraplanning role
* Working closely to provide administrative support to 2 topperforming Financial Planners
* General administrative dutieswhen required.
To be considered you will need to haveindustry related experience and will ideally be working towardsindustry related exams, OR be passionate about obtaining the Level 4Diploma.
Please do not hesitate to apply or to get in contactshould you have any questions in relation to This Vacancy. MedlockPartners are a professional services recruitment specialist operatingacross the Northwest of England. We are proud to be an equalopportunities employer and encourage applications from candidates ofall backgrounds and circumstances, including minorities and those withdisabilities. Please note our advertisements use years’ experience andsalary levels purely as a guide. We are happy to consider applicationsfrom all candidates who are able to demonstrate the skills necessaryto fulfil the role. If you do not hear from us within 48 hours, pleaseassume that your application has been unsuccessful on this occasion.
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