Senior IFA Administrator; Financial Services

Senior IFA Administrator (Financial Services)

35,000 - 40,000 + Pension + Fully Funded Level 4 + 36 Days Holiday + Bonus + Training + European Weekends Away

Bordon, Hampshire

Are you a Senior IFA Administrator looking to step into Paraplanning in a stable role for a Financial Services business known for looking after their staff, offering a funded Level 4, 36 days' holiday, and the opportunity to earn an annual bonus?

On offer is the opportunity to join a well-established Financial Services firm looking to grow. They are a tight-knit branch that has been established for over 20 years.

Your role will involve conducting paraplanning activities to support the advisors. This will include gathering data, carrying out research, preparing suitability reports, and completing any other ad hoc technical work.

Every other year, the owners organise a 3-4 day trip to Europe. Previous locations have included Madeira, Budapest, Dubrovnik, Valencia, and Krakow. In the years you do not travel abroad, there will be a UK-based weekend away.

This role would suit a Senior IFA Administrator looking to join a tight-knit business that offers progression into Paraplanning, a generous bonus scheme, and 33 days' holiday.

The Role
Paraplanning duties
Producing suitability reports
Fully funded Level 4
9am-5pm

The Person
Has worked in an IFA Admin role
Looking to take on Paraplanning duties

Reference number:

Key words:
Admin, Finance, Asset, Pension, Bonds, ISA, Data, Advisors, Administrator, IFA, Practice, Kingsley, Bordon, Alton, Haslemere, Liphook, Hampshire.

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.

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