Financial Services Administrator

3 days ago


Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full time

Job Opportunity: IFA Administrator / Trainee Paraplanner

Lime Search & Select Ltd is seeking a skilled professional to join our team as an IFA Administrator / Trainee Paraplanner. This role offers a unique opportunity to develop your career in the Financial Advice sector.

Key Responsibilities:

  1. Assess new business submissions and record cases in our internal systems.
  2. Liaise with Financial Advisers to obtain necessary information for case completion.
  3. Produce suitability letters and reports.
  4. Present cases to Financial Advisers and provide feedback to finalize cases.

Requirements:

We are looking for an individual with 1-2 years of experience in Financial Services, seeking to develop their skills in the Financial Advice sector. A Diploma in Financial Planning is desirable, with a strong foundation in exams such as RO1, RO2, RO3, RO4, RO5, RO6, or CII. Our company offers comprehensive training and development, including study support and exam fee reimbursement.

What We Offer:

Our company provides an excellent training program for those seeking to advance in the sector. We prioritize employee development and offer a supportive environment for growth.



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