Job Location : Poole, UK
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 –
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 –
For more information, please fill out an application or contact me directly at
Salary : 27000 - 31000
Apply Now!