IFA Administrator/ Trainee Paraplanner
2 months ago
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 operate a family culture within the business and promote and encourage development. This is an excellent opportunity to work for a vibrant and growing firm.
Responsibilities:
- Process new business,
- Keep up to date with all relevant product, legislative and technical changes, as required.
- Ensure all dealings with clients are carried out in a professional and courteous manner.
- LOA administration and processes.
- Process new business application.
- Making appointment packs.
- Valuations, Illustrations
- Letter writing, which involved working closely with the Advisors and Paraplanners which will lead into a fully-fledged Paraplanning role
- Working closely to provide administrative support to 2 top performing Financial Planners
- 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 are 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. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion.
-
Trainee Paraplanner/ifa Administrator
2 months ago
Leicester, United Kingdom Medlock Partners Full time €26,000IFA Administrator/ Trainee Paraplanner 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 operate a family culture within the business and promote and encourage development. Valuations, Illustrations Letter writing,...
-
Trainee Paraplanner/ifa Administrator
2 weeks ago
Leicester, United Kingdom Medlock Partners Full time €26,000IFA Administrator/ Trainee Paraplanner 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 operate a family culture within the business and promote and encourage development. Valuations, Illustrations Letter writing,...
-
Ifa Administrator/ Trainee Paraplanner
2 weeks ago
Leicester, United Kingdom Medlock Partners Full timeJob Description 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 operate a family culture...
-
Ifa Administrator/ Trainee Paraplanner
2 weeks ago
Leicester, United Kingdom Medlock Partners Full timeIFA 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 operate a family culture within the...
-
Leicester, Leicester, United Kingdom CV-Library Full timeJoin Our Team: As a Trainee Paraplanner and IFA Administrator, you will play a vital role in our team, supporting the development of our clients' financial plans. This is an excellent opportunity to learn from experienced professionals and build a successful career in financial services.Key Responsibilities: Administer LOA processes.Conduct valuations and...
-
IFA Administrator/ Trainee Paraplanner
2 weeks ago
Leicester, United Kingdom Medlock Partners Full time €26,000IFA 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 operate a family culture within the...
-
IFA Administrator/ Trainee Paraplanner
2 months ago
Leicester, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerLeicestershire 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 operate a family culture within the...
-
IFA Administrator/ Trainee Paraplanner
2 months ago
Leicester, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerLeicestershire 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 operate a family culture within the...
-
IFA Administrator/ Trainee Paraplanner
2 months ago
Leicester, United Kingdom Medlock Partners Full timeJob Description 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 operate a family...
-
IFA Administrator/ Trainee Paraplanner
2 months ago
Leicester, UK, Leicestershire, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerLeicestershire 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 operate a family culture within the...
-
Trainee Paraplanner and IFA Administrator
2 days ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeJoin Medlock Partners, a reputable recruitment agency specializing in professional services across the Northwest of England.We represent a successful Firm of Independent Financial Planners seeking an experienced IFA Administrator/ Trainee Paraplanner.This is an exceptional chance to become part of a thriving organization that fosters personal and...
-
Leicester, Leicester, United Kingdom CV-Library Full timeOverview: We are seeking a talented IFA Administrator/Trainee Paraplanner in Leicestershire. This is an excellent opportunity to develop your skills and career in financial services. Salary up to £26,000 dependent on experience. Exam support and funding provided.Key Tasks: Administer LOA processes.Conduct valuations and illustrations.Write letters working...
-
IFA Administrator
1 month ago
Leicester, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and FundingWe 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 operate a family culture within the business...
-
IFA Administrator
1 month ago
Leicester, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and FundingWe 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 operate a family culture within the business...
-
IFA Administrator
1 month ago
Leicester, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and FundingWe 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 operate a family culture within the business...
-
IFA Administrator
1 month ago
Leicester, UK, Leicestershire, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and FundingWe 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 operate a family culture within the business...
-
Graduate IFA Administrator Role
4 weeks ago
Leicester, Leicester, United Kingdom CV-Library Full timeJob Title: Graduate IFA Administrator RoleAbout the Company: We are a leading provider of job listings, including this IFA Administrator/Trainee Paraplanner role in Leicestershire. Our platform connects top employers with talented candidates like you.Salary and Benefits: Salary up to £26,000 dependent on experience. Exam support and funding provided. This...
-
Paraplanning Trainee Administrator
2 weeks ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee Paraplanner RoleWe are proud to represent a family-run Firm of Independent Financial Planners who have grown consistently year-over-year. As a key member of our team, you will work closely with esteemed Advisors and Paraplanners. Key responsibilities include providing administrative support to top-performing Financial Planners and...
-
IFA Paraplanning Support Specialist
5 days ago
Leicester, Leicester, United Kingdom CV-Library Full timeKey ResponsibilitiesAs an IFA Administrator/Trainee Paraplanner, you will be responsible for:Providing administrative support to our financial planning teamAssisting with LOA administration and processesPreparing valuations and illustrationsWriting letters and reportsYou will also provide general administrative support to the team when required.We are a firm...
-
Trainee Paraplanner
2 weeks ago
Leicester, United Kingdom Pertemps Leicester Full timeJob role: Trainee Paraplanner Salary: 27,000( Within 12 months of being qualified this will be reviewed ) Location: Leicester Join Our Team as a Trainee Paraplanner! Are you looking to kick-start your career in financial planning? Do you have a keen eye for detail, strong analytical skills, and a passion for helping others? We are offering an exciting...