Job Details
Graduate Trainee IFA Administrator * Great Opportunity*
Sector:Financial Services
Region : Greater London
Location: London
Salary: 18,000-19,000 with career progression
Job Ref.: CL2901M
Job Information
A Trainee Paraplanner is required by a small IFA based in the City EC2. The successful candidate will be responsible for working with the Financial Consultants on a number of non client facing tasks such as helping to prepare a financial plan or report with the Paraplanner. Fact find, chasing and collating documentation. You should have already established that Financial Services is your chosen vocation and plan to be a Financial Advisors Administrator or ParaplannerEssential skills:
The Sales Support Administrator will ideally have the following skills / experience:
- Ability to use Excel and word and be able to pick up in house systems easily.
- Ability to research as and when required
-Good all round administration skills
-Happy introducing yourself to clients (Meet & greet)
Who would the role suit:
A graduate or someone looking for a step into the financial services market
Salary initially £18,000 per annum rising when qualifications and experience gained.
Fantastic graduate opportunity.