Medlock Partners – Leicester, City of Leicester
IFA Administrator/ Trainee Paraplanner
Leicestershire based
Salary up to £26,000 (Experience dependant)
Exam support and Funding
We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operates a family culture within the business and promotes and encourages development. This is an excellent opportunity to work for a vibrant and growing firm.
Responsibilities:
1. Process new business.
2. Keep up to date with all relevant product, legislative and technical changes, as required.
3. Ensure all dealings with clients are carried out in a professional and courteous manner.
4. LOA administration and processes.
5. Process new business applications.
6. Making appointment packs.
7. Valuations, Illustrations.
8. Letter writing, which involves working closely with the Advisors and Paraplanners, leading into a fully-fledged Paraplanning role.
9. Working closely to provide administrative support to 2 top-performing Financial Planners.
10. General administrative duties when required.
To be considered, you will need to have industry-related experience and will ideally be working towards industry-related exams, OR be passionate about obtaining the Level 4 Diploma. Please do not hesitate to apply or to get in contact should you have any questions in relation to this vacancy.
Medlock Partners is a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities.
We are happy to consider applications from all candidates who can demonstrate the skills necessary to fulfill the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion.
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