Technical IFA Administrator / Trainee Paraplanner

  • Sales Support
  • Chobham
  • Posted 1 year ago

Overview

Technical IFA Administrator / Trainee Paraplanner

Location: Chobham

Hybrid working – 3 days per week in the office

Salary: £33,000 – £40,000 per annum

 

Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move?

Do you have experience of report writing, however want to increase your technical skills and move into a Paraplanning position?

Would you like to have the option to progress into advising but just don’t have that available at your current practice?

 

If so, we can help

Company/Role Information:

  • Our client is an established independent IFA, based in Chobham
  • The company is a boutique wealth planning company and you will be working with 3 x Advisers with two IFA Administrators to support you
  • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
  • If you are interested in progressing through to advice then that is an option if desired
  • Hybrid working – 3 days in the office per week.

 

So, if you are looking for truly collaborative environment with the chance to be move through into paraplanning, then please apply for the role and we can run through in more detail.

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Contact us

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