Job Details

IFA Administrator Paraplanner

Sector:Financial Services

Region : Greater London

Location: Regent Street

Salary: £34,000 - £40,000

Job Ref.: CL1204PPA

Job Information

We are recruiting for an Experienced IFA Administrator or Paraplanner for our Clients who are a small boutique style Independent Financial Advisors, based on regent Street in London who are directly regulated and use Tenet for their compliance back office support.

 They use IO Back office system. You will be working closely with the 3 Senior Advisors. They require a stable individual who is a life time IFA Administrator or Paraplanner who is methodical and bright as they are growing.

You should have completed some CII qualifications and be competent working alongside Senior Partners with the support they require in terms of suitability reports, research and other report writing skills.

They offer Pension and Income protection and are looking at advancing the benefits. They have been trading for 10 years and have not been effected by covid.

 

Salary is negotiable dependant on experience and qualifications.