IFA Technical Administrator / Trainee Paraplanner
A leading Wealth advisory business based in West Sussex is seeking to grow the Business support team that is already a highly efficient and professional team supporting all the Wealth Advisers and Paraplanners.
This opportunity presents itself with a Wealth of opportunity to grow and develop with a super training academy that is dedicated to training PARAPLANNERS organically within the business. Therefore, we are currently helping to recruit for a Financial Services Administrator which is the initial role before moving into a Paraplanning role. This is a brilliant role with a super company that will be able to support you to your career goals.
Some of the duties are listed below:
New Business applications of Pensions and Investments.
Client queries taking the appropriate action to ensure the query is dealt with in a swift and compliant manner.
Obtaining valuations and quotations
Dealing with Adviser charge, fee and commissions enquiries.
Prepare the Advisers for meeting
Supporting the Paraplanners in their admin support.
For this role we would like to speak to anyone who has worked in a Financial Services capacity, ideally from a Wealth or IFA environment, however if you have worked for a provider and have a good sound administration and product knowledge background of Pensions and Investments then we would be equally keen to speak to you also. We would be looking for someone who has taken the Diploma RDR Level 4 or is part qualified.
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.