Job Information

My client, an established firm of IFA’s and Wealth Managers are presently looking to expand their team by recruiting an experienced Para planner/administrator. The successful candidate must have previous financial office experience and be keen to progress with industry qualifications.

Working for a small/medium sized IFA.

Qualifications

Ideally will be progressing toward diploma.

Experience

Must have experience in researching and writing suitability reports for clients.
Minimum 3 years’ experience working within an IFA.
Good knowledge of pensions/investments and protection

Personal Attributes

Hard working
Ability to work under pressure
Motivated
Conscientious
Personable

In return the client is offering a salary to £30K, plus bonus and benefits.