IFA Administrator / Trainee Paraplanner

Location UK / Belfast

Job Type Permanent full-time

Salary See description

Updated 4 days ago

Reference 1406178

 Job Description

Excellent opportunity for a IFA Administrator / Trainee Paraplanner based in Belfast

IFA Administrator / Trainee Paraplanner– Belfast

Work Life Wealth Ltd

Salary £18K – £22K (commensurate with qualifications and experience)

Due to recent growth in our business, we are currently looking to recruit an IFA administrator / Trainee Paraplanner for our busy Belfast office.

The role:

  • To provide administrative support to Financial Advisers and Client Managers including client valuations, client reviews, suitability report writing, provider illustrations, new business processing across full range of retirement and investment planning.
  • To develop and maintain relationships with clients and providers.

The candidate:

  • Degree level qualified (preferably in Finance/Investment Management or related area/discipline) or at least 12 months experience working for an IFA or an insurance provider.
  • Be able to demonstrate excellent written and verbal communication skills.
  • Competent across the MS Office package.
  • Be able to prioritise and work towards deadlines.
  • Be able to demonstrate working productively within a team environment.

Please send CV by clicking on the APPLY NOW button below to forward an up to date CV