Trainee Paraplanner and IFA Administrator Position

4 days ago


Leicester, Leicester, United Kingdom CV-Library Full time
Overview: 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 closely with Advisors and Paraplanners, developing towards a Paraplanning role.
  • Support two top Financial Planners.
You will be working closely with our experienced team to deliver high-quality results and meet the needs of our clients.

Requirements: The ideal candidate will have previous administrative experience and a strong desire to progress into a paraplanning role. You will be supporting experienced advisors and developing your knowledge of financial planning products. Estimated salary £25,750 - £26,000 per annum, based on experience.

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