Senior IFA Administrator/Junior Paraplanner

Reed Financial services are pleased to be representing a well-established Financial Advice firm to find an experienced new member of staff for their Poole office. Due to business growth and demand, our client is looking to employ a new senior administrator / Trainee Paraplanner, to work alongside and provide technical/knowledgeable support to the Advisers at the firm. The business is a long-standing financial advice
firm, with a very strong existing client bank and proven annual growth. This is an office-based role and you would make up part of a relatively small, but successful team. This would be a fantastic opportunity for someone who is currently an experienced IFA Administrator, or junior/trainee Paraplanner at their current firm, looking to improve their technical knowledge and progress their career. Core experience/competencies required –
Previous experience within Financial Services, ideally as an IFA Administrator or Junior ParaplannerExcellent customer service, time management and prioritisation skillsA natural resilience allowing them to cope with a challenging role and stay calm under pressureThe ability to take responsibility for their own workload and use their initiativeA collaborative nature allowing them to build and maintain internal and external relationships The role includes excellent scope, and you will be involved in the entire client journey. Preparing/maintaining client files, meeting research, recommendation preparation, implementation and investment reviews will all be part of the role. The generous remuneration package being offered includes the following –
£27-31k annual salary, depending on experience.20 days + Bank Holidays annual leave, increasing to 25 days with length of serviceApproved exam fees, study materials and time off to study/take such examsExcellent career prospects and somewhere you will be encouraged to learn and grow within Financial Services For more information, please fill out an application or contact me directly at
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