IFA Admin (Level 4)

IFA Admin (Level 4)

35,000 - 40,000 + Hybrid (2 Days in Office) + Bonus + Wellness Program + Increasing Holiday With Service + Pension + Flexible Fridays + Time in Lieu + Study Support + Work Life Balance + 2 Days a Week WFH + Progression

Trowbridge

Are you an IFA Admin with a Level 4, looking to step up into a paraplanning role, in a financial services business which will offer you work life balance, more time at home than in the office, 9-5 hours with a shorter day every other Friday, and increasing holiday with service?

On offer is the opportunity to join an IFA working with high net worth clients (+ 400k). The company have typically grown their revenue 25% year on year since their establishment 25 years ago.

Your role will involve supporting consultants, preparing compliant reports / 'Financial Life Plan' reports detailing the consultant's recommendations for the client, accurately investing client money as per recommendations and evaluating investment portfolios.

This role would suit an IFA Admin with a Level 4 In Financial Planning looking to step into a paraplanner role offering work life balance, hybrid working, nice hours and time in lieu.

The role
Preparing compliant reports / 'Financial Life Plan' reports detailing the consultant's recommendations for the client
Investing client money as per recommendations
Evaluating investment portfolios.
9-5 Monday - Friday

The Person

IFA Admin
Diploma in Regulated Financial Planning
Commutable to Trowbridge, 2 Days a week

Reference Number: 20781

Key words: Paraplanner, finance, consultant, dentists, clients, planning.

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

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