Senior IFA Administrator/ Trainee Paraplanner
MB Fitzgerald are currently working with a well established firm of Financial Planners who have a requirement for an experienced Financial Planning Support Administrator/ Trainee Paraplanner to join their team in Coventry.
This role will be working in a friendly, professional Administrative team who work together to provide a first class service to the Advisers and their clients. You will have a varied role, working in detail with products such as Pension, Investment and Protection business.
As well as the Administration duties, candidates will also have exposure to clients, acting as a day to day first point of contact for all client queries. For this reason, candidates must be personable and MUST have excellent written and verbal communication skills. You will need to be able to build lasting client relationships as your contact with the client will be just as important as the Financial Planner's.
Candidates will also be involved with junior Paraplanning duties including Report Writing. The client is willing to pay a competitive salary alongside a company Benefits and Bonus package including paying for exams and training materials so there will be plenty of opportunities for progression within the business..
Candidates must have a minimum of 2 years' experience in Financial Planning Administration. You will be supported with studies towards the Diploma Financial Planning and beyond. The company working hours are Mon - Thursday 8.30 till 5pm, Friday 8.30 till 1.30pm.