Graduate IFA Administrator (Study Support / 9-5)
£24,000 - £25,000 + 32 Days Holiday + Stable Company + 5% Matched Pension + Study Support
Bourne End
Are you a Finance Graduate looking to join a well-established IFA, which will offer you a Study Support to become a paraplanner, a generous holiday allowance and a great working environment?
On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are going through a period of organic growth and are looking for an administrator to bolster their team.
Your role will involve collating client information, processing investments, producing letters,
This role would suit a Paraplanner looking for a tight knit firm who are focused on giving the best service possible to their clients and looking after their staff.
The Role
- Collating client information
- Processing Investment Platform administration tasks
- Producing client illustrations and letters
- Helping manage the advice process through to completion.
- Monday to Friday 9am-5pm with a 4:30pm finish on a Friday
The Person
- Degree in Finance or similar
- Looking for training and progression
- Commutable to Bourne End
Reference Number:
Key words: Admin, finance, consultant, clients, planning.
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
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