Technical IFA Administrator / Trainee Paraplanner
Based Wallingford, Oxfordshire
Salary £25,000 – £32,000 depending upon experience
Are you a technical 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 have the opportunity for you…..
  • Our client are looking for someone who has been working within an IFA Admin role and who has gained strong technical admin skills
  • The chance to grow and develop your career within this expanding business with full exam support provided.
  • Our client is based in a convenient location in a high street location in Wallingford
  • You will be supporting the main Adviser in preparing financial plans and report writing, fact finds, calculations and research and full exam and study support will be provided.
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.