Job Details
Junior/Paraplanner
Sector:Financial Services
Region : Greater London
Location: London
Salary: Salary c. £25K plus bonus and benefits
Job Ref.: 11433
Job Information
My client, an established firm of IFA’s and Wealth Managers are presently looking to expand their team by recruiting an experienced IFA Support administrator. The successful candidate must have previous financial office experience and be keen to progress with industry qualifications. You will be working alongside an existing team of Paraplanners and administrators and working together to support the advisers in their roles. The successful candidate will need to be confident and be comfortable in communication with colleagues at all levels.Working for a small/medium sized IFA in the City.
Qualifications
Ideally will be RDR level 4 qualified, although not essential.
Minimum must have passed exams towards RDR Level 4 and not simply studying towards.
Experience
Has some experience in researching and writing suitability reports for clients - ESSENTIAL
Minimum 2 years’ experience working within an IFA - ESSENTIAL
Wants to be full time paraplanner for at least 18 months
Good knowledge of pensions/investments and protection
Computer Skills
Will preferably have experience using;
Intelligent Office
Exchange
Assureweb
Microsoft Office
Personal Attributes
Hard working
Ability to work under pressure
Motivated
Conscientious
Personable
In return the client is offering a salary c. £25K plus bonus and benefits.