Overview
Technical IFA Admin / Junior Paraplanner
Location: Hertford
Salary: £32,000 – £42,000
Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move?
Do you feel like you aren’t receiving the right mentoring / career support?
Would you like to work for an independent IFA who can support you into a full paraplanning role?
Would you enjoy working 1-1 with an Adviser so you can build and develop strong relationships with the clients?
If so, we can help
Company/Role Information:
Our client is a highly respected boutique financial advisory firm with exceptional staff retention and a warm team culture. This boutique wealth planning practice has a close supportive team of 8, 3 of which our company has had the pleasure of placing. The team work closely with advisers to deliver bespoke financial solutions in key areas like:
• Investment Planning and Financial Management
• Pension Planning (pre and post-retirement)
• Trusts and Estate Planning
• Group Personal Pensions and Group Risk Benefits
The company has twice before hired a junior paraplanner, and a senior administrator who were looking for a business to help develop their skills.
This business will provide opportunities such as full development into either a paraplanner or Trainee Adviser, as well as mentorship from the other paraplanners within the team, and support with the exams towards the Diploma
So, if you are looking for an environment where you can learn directly from your close working relationship with an experienced Adviser, develop your paraplanning skills and gain full exam support, then please apply and we can run through the role in more detail