Trainee Paraplanner

2 months ago

Bromsgrove, United Kingdom Ortus PSR Full time

Join one of the UK’s leading independent financial advisory and wealth management firms with an exciting opportunity to grow as an IFA Senior Administrator in their Bromsgrove office, with hybrid working opportunities; 2 days from home and 3 in the office.This is a fantastic opportunity to develop your Paraplanning knowledge and skills where you will be writing suitability reports and providing recommendations based on the data to Financial Advisers.

As part of the administration team, you will provide efficient and timely support to our IFA's and clients, ensuring accurate data management and administration systems.

We are looking for individuals with previous experience in an office administration support role, who are delivery-focused, organized, and have excellent communication skills.

In return, you will receive a competitive salary, a range of benefits, and the opportunity to undertake professional qualifications relevant to your job role.

To be considered you must have experience working in a Financial Planning firm.

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