Paraplanner

  • Sales Support
  • Berkshire
  • Posted 2 months ago

Overview

Technical IFA Administrator / Trainee Paraplanner
Location: Bradfield, Berkshire
Salary £28,000 – £35,000 + Bonus
Are you a Technical IFA Administrator who wants to progress your technical skills?
  • Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
  • 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?
  • Would you like to work for a company who are committed to career development and are looking to progress through the business?
 
If so, we have the opportunity for you…..
Company/Role Information
  • You will have been working within a dual IFA Administration / Junior Paraplanner role whilst you progress through your qualifications and gain more technical experience.
  • This is working with ultra high net worth clients and involved in technical calculations and project based client planning. The level of client care within the firm is on a completely different level and therefore it’s an incredibly collaborative environment to work out the best plan for each client.
  • Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
  • Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits
  • Full exam support to complete your diploma / chartered exams
  • 25 days holiday – hours 9am – 5pm
  • Private medical insurance, critical illness and DIS
  • Ample parking at office
Requirements
  • Minimum 1 year’s experience working as an IFA Administrator / Trainee Paraplanner
  • Excellent attention to detail and competent on CRM systems
  • Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail.

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    Overview

    Technical IFA Administrator / Trainee Paraplanner
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    Are you a Technical IFA Administrator who wants to progress your technical skills?
    • Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
    • 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?
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    Company/Role Information
    • You will have been working within a dual IFA Administration / Junior Paraplanner role whilst you progress through your qualifications and gain more technical experience.
    • This is working with ultra high net worth clients and involved in technical calculations and project based client planning. The level of client care within the firm is on a completely different level and therefore it’s an incredibly collaborative environment to work out the best plan for each client.
    • Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
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      Key attributes to be successful within the role:
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      • 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?
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      The company and role

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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837