Overview

Location: Poole, Dorset
Salary: £24,000 – £30,000

Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?
• Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
• Are you stuck where you are and there isn’t the progression into paraplanning where you ?
• Or have you been promised exams or study support and this hasn’t materialised?
• Or is your salary now not reflecting your technical admin experience?

If so, we may have the opportunity for you…..

The Company/Role

• This is a small boutique, independent Wealth Planning Company who work with ultra high net worth clients and therefore the cases you will be working with tend to be technical and very varied
• Full exam support and scope to progress into a paraplanning role
• You will be working on annual reviews, calculations, preparing illustrations together with organizing client meetings and liaising with clients
• Salary £24,000 – c. £30,000 (however flexible depending upon experience)
• Discretionary bonus based on your own performance, 5% employer pension contribution, 20 x days holiday, 1 x day Bday holiday day and they typically close for 2 x weeks over Xmas period without affecting annual leave

So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.