(LB166) Administrator/ Junior Paraplanner

Essex | £25,000.00 - 27,000.00 Per Annum

Job Title: Administrator/ Junior Paraplanner

Salary: £25,000 - £27,000

Location: Essex

Experience (essential): Atleast 5 years Financial planning experience (ideally IFA Administration and paraplanning duties)

The proposition
  • Our client is looking for an experience Administrator/Junior Paraplanner to join their team. Upon being successful and taking on this role you will receive a salary of £25,000 - £27,000 and an excellent range of staff benefits.
  • Your main responsibilities will include; processing pension, investment, life assurance and mortgage applications, chasing outstanding information - dealing with insurance companies - creating suitability reports – conducting product research and assisting two financial advisers with their admin and paraplanning tasks.
  • The successful candidates will be given the excellent opportunity to gain industry recognised qualifications and the long-term chance to progress into the role of a paraplanner and in time a fully qualified Financial Adviser.
The Company
  • A small and friendly Independent Financial Planning Firm Established over 100 years ago. They pride themselves on delivering the highest levels of professionalism, transparency and integrity.
Not ready to start the application process or have some questions first? Why not apply and have a confidential chat with one of our Directors, Lewis Byford/Lee Old. Alternatively find us on LinkedIn and send us a message!