Job Information

Working out of their offices based in Radcliffe you will be supporting the Financial Planners in all aspects on IFA Administration, you will also be trained up in Paraplanning duties.

Responsibilities:

The role itself will involve administration duties as well as moving into Paraplanning duties.
Duties will include;

• Training in Suitability report writing
• Training in Research
• Valuation reports
• New business processing
• All other duties as required

What`s on offer:



• Study Support
• Excellent career progression

The successful candidate will need to have previous experience working as a Paraplanner or IFA Administrator- preferably within an Independent Financial Services environment. You will be Working towards the Level 4 qualification or have a desire to work towards the Diploma as well as having solid communication and articulations skills.

Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.

For further information give Rebecca Hunt a call on 0161 638 8627 or email Rebecca.hunt@cameron-james.co.uk or apply for the role.

Salary: up to £25,000 per year