Job Details

IFA Administrator Trainee paraplanner

Sector:Financial Services

Region : East Midlands

Location: Derby

Salary: Salary will depend on experience and Qualification

Job Ref.: CL2401FSPF

Job Information

Our Clients are a small independent financial advisory firm based in the centre of Derby seeking an experienced IFA Administrator wh has the ambition to train as a paraplanner and work towards the level 4 Diploma. The main requirements are:

• Have experience in financial administration and / or paraplanning;
• Be studying for a Diploma in Financial Planning or be aiming to study for this;
• Have worked in the financial advice industry (or any regulated financial industry) for over 1 year;
• Have experience and knowledge of working with the Microsoft Office package, especially Excel;
• Be of above-average intelligence.