Job Information

A respected, mid-sized IFA practice based in St Albans are looking to add an experienced IFA administrator / paraplanner to their long-standing team. As a business who are known for their client-centric approach and holistic services, this is an opportunity to join a firm with a strong reputation.

The successful candidate:

• Extensive experience supporting an IFA in all aspects of new business administration including creating client packs and setting up clients on systems such as Advisor Office/Intelligent Office
• Able to chase providers and obtain quotations, produce valuations and write suitability reports where necessary
• Organised, efficient and self-sufficient, shows a commitment to obtaining DipFA, preferably with some exams already completed

As a well-established firm with a strong reputation and team, this role is able to offer stability, a competitive salary (c.£25,000-£35,000), study support and long term career progression for the successful candidate.

It is imperative that applicants are experienced and local. If this applies to you please submit your CV and we will contact successful candidates within 2 weeks of application.