Administrative Support Specialist
4 weeks ago
Job Title: IFA Administrator/ Trainee Paraplanner
Job Summary: We are seeking a talented IFA Administrator/ Trainee Paraplanner to join our team at Medlock Partners. As a key member of our team, you will be responsible for providing administrative support to our top-performing Financial Planners.
Key Responsibilities:
- Process new business applications and ensure all dealings with clients are carried out in a professional and courteous manner.
- Keep up to date with all relevant product, legislative and technical changes, as required.
- Ensure all LOA administration and processes are completed efficiently and effectively.
- Work closely with our Advisors and Paraplanners to provide administrative support and contribute to a fully-fledged Paraplanning role.
- General administrative duties as required.
Requirements: To be considered for this role, you will need to have industry-related experience and be working towards industry-related exams, or be passionate about obtaining the Level 4 Diploma.
About Us: Medlock Partners is 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.
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