Job Details

Financial Services Administrator/Paraplanner

Sector:Financial Services

Region : Greater London

Location: Enfield - London

Salary: Excellent Benefits Package,

Job Ref.: SBFAlondon

Job Information

Role: Administrator/Paraplanner

Location: London - Enfield

Salary: Upto 25k

Job Information

Our client a successful IFA based firm in the area of Enfield (London) requires an experienced Administrator/Paraplanner to offer administration and Paraplanning support and maintenance to a reputable IFA Firm. You will work closely with the Advisers and Paraplanners helping keep the office administration efficient.

This exciting opportunity requires somebody with previous experience in an Administration role and Paraplanning role within financial services and extensive experience to enable you to hit the ground running. Qualifications are not essential, However this company offers exam support and fees paid also.

Reporting to a Director, responsibilities within the role will include;

• Day to day running of the office
• Experience in a similar previous role & IFA environment is essential. Good computer literacy is expected Candidates will need good written and verbal skills along with strong organisational skills.
• Helping Advisers and on a daily basis
• General administration of the office and Administration duties with the documentation of the Paraplanners and Advisers.
• Paraplanning dutys for IFA`S
• Administration work running alngside Paraplanning dutys

This is a great opportunity to join a well-respected IFA and move into a busy role that offers real career progression. For more details please contact Sam Bates at our Leeds office on 0113 24 29 411