Trainee Paraplanner / IFA Administrator
IFA Administrator / Trainee Paraplanner
GBP22,000 - GBP26,000 + training, exam support, benefits
This is a fantastic opportunity to work for a success, established local IFA firm in Darlington as a Financial Services Administrator / Trainee Paraplanner
The successful applicant will support the Independent Financial Advisors in all aspects of pre and post advice to provide clients with a first class financial advisory service.
The role allows progression in terms of acquiring industry qualifications and developing your technical product knowledge. You will be working predominantly within Private Wealth with a focus on Pensions, Investments and Life products. There will be a focus on preparing and creating suitability reports for the regulated advisors.
To apply you must have experience working in a support role within and IFA or Wealth Management firm. You must be organised, be able to manage your work load and very personable to fit in with the vibrant and friendly office environment.
Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds , or connect via LinkedIn.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.