IFA Administrator/ Trainee Paraplanner

1 month ago

Leicester UK, Leicestershire, United Kingdom Medlock Partners Full time

IFA Administrator/ Trainee Paraplanner

Leicestershire based Salary up to £26,000 (Experience dependant)

Exam support and Funding

We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the business and promote and encourage development. This is an excellent opportunity to work for a vibrant and growing firm.

Responsibilities:

  • Process new business,
  • Keep up to date with all relevant product, legislative and technical changes, as required.
  • Ensure all dealings with clients are carried out in a professional and courteous manner.
  • LOA administration and processes.
  • Process new business application.
  • Making appointment packs.
  • Valuations, Illustrations
  • Letter writing, which involved working closely with the Advisors and Paraplanners which will lead into a fully-fledged Paraplanning role
  • Working closely to provide administrative support to 2 top performing Financial Planners
  • General administrative duties when required.

To be considered you will need to have industry related experience and will ideally be working towards industry related exams, OR be passionate about obtaining the Level 4 Diploma.

Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy. Medlock Partners are 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, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion.

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