IFA Administrator / Trainee Paraplanner

Job Title: IFA Administrator / Trainee Paraplanner
Contract Type: Permanent
Location: Portsmouth
Reference: 1250126
Contact Email:
Job Published: March 03, 2022 17:46

Job Description

My client, a well-established and very well-respected Financial Advice firm are seeking an experienced IFA Administrator to join their team as a IFA Administrator/trainee Paraplanner due to company expansion and continued success. The company offer a supportive and experienced team to work within, and opportunities for progression and career development, including exam support.   

I am looking for an experienced administrator with at least two years of experience within a IFA or wealth management to sit within the Paraplanning team. If you have started exams that’s great, nut not an issue if not as my client are willing to support all qualifications
Duties include:
  • Completing annual reviews
  • Checking ceding information
  • Completing cash flow analysis
  • Contacting third parties for policy information
  • Working with and supporting advisers, paraplanners and client servicing
You receive a FANTASTIC benefits package and support as well as a salary offered upto £24,000 to start
For further details on this role please contact Tegan Sillett at Dynamite Recruitment on 02392455422