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