IFA Administrator/Junior Paraplanner
Up to £34,000 (£38k with bonus)
Hybrid working
This role is suited to those with experience within IFA Administration and working towards their Level 4 Diploma in Financial Planning. This company offers hybrid working, a salary of up to £34,000 and after becoming an established administrator, there is a potential progression route to Paraplanning.
The Company
The company are a medium-sized firm of chartered financial advisors, based in Surrey. They offer a training and support scheme and assistance in potential future studies to all employees. These employees also have the opportunity to join the Employee Ownership Trust, so you will become a genuine partner in the business and can benefit from its success. They also prioritise care of their clients, with remuneration to the firm through hourly fees rather than commissions, allowing them to give genuinely impartial advice to the clients.
The Role
Within the role, no two days are the same! You'll be supporting the advisory team from processing new business to liaising with both clients and providers, preparing for annual reviews and insuring ad-hoc requests, such as withdrawals, fund switches and top ups are completed. You'll also be writing basic reports with the plan to move into more technical reports over time.
The Benefits
- Competitive salary of up to £34,000
- Bonus scheme generating up to an additional £4,000
- Hybrid working
- Employee ownership trust
- Quarterly bonus payment & staff reward scheme
- Annual holiday entitlement of 25 days
- Employer pension contribution
- Death in service Cover
- Income Protection cover
- Cycle to work scheme
- Christmas party, summer day out as well as other social events
If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator