IFA Admin/ Trainee Paraplanner
Company
Medlock Partners Ltd
Location
Braunstone
Employment Hours
Full Time
Employment Type
Permanent
Salary
£22,000 - £26,000 Per Annum
Job Requirements/Description
IFA Administrator/ Trainee Paraplanner
Leicestershire based Salary up to £26,000 (Experience dependant)
Exam support and Funding
We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the business and promote and encourage development. This is an excellent opportunity to work for a vibrant and growing firm.
Responsibilities:
Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy. Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion.
Leicestershire based Salary up to £26,000 (Experience dependant)
Exam support and Funding
We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the business and promote and encourage development. This is an excellent opportunity to work for a vibrant and growing firm.
Responsibilities:
- Process new business,
- Keep up to date with all relevant product, legislative and technical changes, as required.
- Ensure all dealings with clients are carried out in a professional and courteous manner.
- LOA administration and processes.
- Process new business application.
- Making appointment packs.
- Valuations, Illustrations
- Letter writing, which involved working closely with the Advisors and Paraplanners which will lead into a fully-fledged Paraplanning role
- Working closely to provide administrative support to 2 top performing Financial Planners
- General administrative duties when required.
Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy. Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion.
Company
Medlock Partners Ltd
Location
Braunstone
Employment Hours
Full Time
Employment Type
Permanent
Salary
£22,000 - £26,000 Per Annum