The business will provide you with great benefits and for those who are chartered a salary of up to £45,000.
This paraplanner role is best suited to paraplanners with at least a year's worth of experience in addition to holding at least the level 4 diploma in financial advice.
Posted by Premier Jobs UK Limited • £28K/yr to £38K/yr
As an IFA Administrator, your duties will include
Input data onto the customer back office system and manage client records to keep them up to date.
General
This IFA Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.
You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners.
Join Our Clients Team as a Permanent Financial Adviser
Are you an experienced Senior Paraplanner / Associate Financial Adviser, that is feeling held back and looking for a new opportunity where you can finally start to progress your career and build your own client base?
Our client, a well-established IFA company in Bristol, South West England, is seeking a dedicated individual to join their team on a permanent basis.
Our client is an independent firm with offices in both the Southwest and London they provide a top-class service to both individuals and companies on all aspects of financial planning.
This is a not-to-be-missed opportunity for you as an IFA administrator as an IFA administrator you will deal with several administrative tasks and assist independent financial advisers to deliver effective communication, organisation and timekeeping these are crucial for a financial business and you will be in charge of ensuring that every task is carried out as instructed, all while maintaining contact with the relevant people.