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Taylor James Professional Recruitment LTD
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Leeds, West Yorkshire
Junior Paraplanner
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Job Type: Full-time |
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Salary: £24,000 per annum |
Overview
A fist class opportunity has arisen for an IFA Administrator (ideally with some Paraplanning experience) to join our client in Leeds on a permanent basis. Working closely with the Advisers and tasked with being an integral part of the client experience, duties and responsibilities will include: To support Financial Planners Suitability report writing (training provided) To process new business applications To carry out all new applications in a compliant manner To ensure all paperwork is completed accurately and correctly To update the back office system To carry out portfolio reviews Maintain a high level of industry knowledge which is up to date and relevant, including legislative to regulatory developments The person: IFA Administration experience (essential) Studying towards Diploma (desirable) Report writing experience (desirable) Strong working knowledge of the key Financial Services products In return this opportunity offers great career progression alongside an excellent benefits package Please contact Matthew Biddle on 0113-350-2247 or submit the latest version of your CV to be considered for this opportunity.