Experienced Paraplanner / IFA Administrator

Financial Services

A new opportunity has become available with an established Independent Financial Services Group who specialise in all aspects of financial planning. I am looking to speak to experienced Paraplanners to work alongside the Financial Advisors in order to support the client advisory. Your role will be covering various areas including client risk profile, research and analysis and report writing.

What’s on offer?

 

  • A career opportunity within a well-established IFA firm
  • Monday – Friday hours
  • Progression into IFA role
  • Excellent benefits and on-site parking
  • Competitive Salary

Key Requirements

 

  • Full understanding of the financial planning process
  • Excellent report writing skills
  • Capable IT skills. Basic word processing and spread-sheet knowledge
  • Minimum 2 years’ experience working within a paraplanning / IFA Administration Role
  • Qualifications not necessary (preferred)

If you are looking for that next step in your career as a Paraplanner and feel like you have the right experience, make sure you get in touch!

Apply below or call me on – 0161 249 9717

Nottingham / Derby Based

£22,000 - £30,000 (Negotiable on experience)

Permanent

Your Consultant

Grace Wood

Grace Wood

Interested?

 

Speak to Grace

 

Let's Work Together

At Consegna, we work hard to find the right fit for a role, promising to never settle for the easy option. Speak to one of our team today to see how we can help you.