£18,000 to £23,000 plus benefits and bonus
IFA Administrator / Junior Paraplanner required by this established Financial Advice firm to work with Private Clients across the full range of advice including Investments, Protection and Retirement Planning.
As the IFA Administrator / Junior Paraplanner, you will provide full IFA Administration support directly to clients and the Financial Advisors within the company where your duties will include new business processing, provider liaison, client communications, valuations, and database management.
For those wishing to progress their careers further, there will also be the opportunity to progress into a technical support role with the potential to lead into a Paraplanning position where you will be responsible for technical support including report writing and the preparation for and attendance at client meetings
Successful candidates will be experienced in providing support to Financial Advisors, ideally, within an IFA environment, be able to demonstrate excellent technical knowledge and must have experience in report writing including suitability reports. Any current progression towards industry Level 4 exams would be advantageous.
If you are interested in this position please call the office on 0131 292 0777, complete our Enquiry Form below (quoting job title and location) or email your details to firstname.lastname@example.org. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.