Ifa Administrator/trainee Paraplanner

4 weeks ago

Sevenoaks, United Kingdom Heat Recruitment Full time

We are working closely with a growing IFA who are recruiting for experienced administrators/junior paraplanners for their Sevenoaks office. They are growing quickly and now have 6 offices over the UK. They take pride in training and developing their staffand often see them move into advisor positions.

**Benefits**
- Full support and training towards Financial exams.
- Study days and support from advisors.
- Pension contributions
- Free on site parking
- Regular social activities
- Pension contributions

**Responsibilities Include**:

- Preparation and submission of New Business Files
- Sales Progression - pipeline/case submission chasing
- Managing the Review process and booking in (if required)
- Completion or management of completion of the portfolio review report

**What's next?**

LI-JM1

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