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Accountancy Divisions
,
High Wycombe, Buckinghamshire
IFA Administrator to Trainee Paraplanner
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Job Type: Full-time |
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Salary: £20,000 per annum |
Overview
Job Title: IFA Administrator to Trainee Paraplanner Location: High Wycombe Salary: £20K to £30K Pension Bonus Holiday Flexible benefits full study support I am currently recruiting for are a highly reputable Wealth Management Firm who require a IFA Administrator to join their friendly and sociable team based in High Wycombe. My client offers a structured career path for their employees and you are encouraged to study your industry qualifications in order to become diploma qualified. As an IFA Administrator you will further your knowledge and skills developing, you will have the opportunity to step into a Trainee Paraplanner role. IFA Administrator duties include on-boarding new clients, producing illustrations, letters of valuations as well deal with client and or provider queries. Liaise with Platform providers and maintain the back-office system and client files. If you are looking for a career as a Paraplanner but need your employer to dedicate their time to your development, then please send your CV