Paraplanner {IFA}

Paraplanner
{IFA}
Goldalming
£30,000 - £40,000
+ Company Benefits
Are you an IFA Administrator/Paraplanner looking to step up into a paraplanner role for a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications.
On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for a paraplanner to bolster their team.
Your role will involve writing reports, conducting research, and general paraplanning activities. There isn't any immediate progression in the role but the business encourages promotions from within. The will also support you with gaining any exams you may want to sit.
This role would suit an IFA Administrator looking to join a tight knit business that will offer you a hybrid role with a generous bonus, 34 days holiday and the opportunity to become a technical expert
The Role
Preparing reports detailing the consultant's recommendations for the client
Conducting research
General paraplanning
Monday to Friday
The Person
Has worked in an IFA Administrator role
Looking to step up into a paraplanner role
Studying or looking to study a level...