Sales IFA Administrator / Paraplanner

  • Location

    Okehampton, Devon

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £25000 - £30000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2334_1580746951

  • Published:

    9 months ago

  • Expiry date:

    2020-03-04

  • Startdate:

    ASAP

  • Consultant:

    #

An established and highly-respected firm of IFA's now requires a Senior Administrator/ Paraplanner to join the existing team in Okehampton.

This role is key within the financial planning/advisor team. The right individual will have previous experience working within an IFA, possibly already paraplanning or coming from a Senior Sales support background.

You will be required to complete compliant suitability reports for the Financial Adviser's with whom you will be working closely. Training and support will be given in all areas to further develop your skills/experience.

All support for qualifications will be given, ideally you will already have passed some Diploma papers.

Working under pressure and within tight deadlines is an absolute must within this role.

This is a first class opportunity to work within a premier wealth manager, one where you will be able to showcase your skill sets and be an important part of the team.