Ifa Administrator - Flax Bourton, United Kingdom - Reed Insurance

Reed Insurance

Verified Company

Flax Bourton, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Reed Financial services are delighted to be recruiting for a full Independent Investment Management and Financial Planning firm that is based on the outskirts of Bristol city centre.

Due to business growth they have 2 unique opportunities and looking to recruit an experienced IFA Administrator and a trainee Paraplanner, to complement their existing teams.

They seek a highly motivated, professional individuals who have experience in a Financial Planning office, dealing with investments, pensions and protection.

They are looking for an Administrators who ideally hold at least 2 years' experience working in an Advisory office, dealing with pre and post-sale processing, on and off platforms.

Experience with using iO would be an advantage.

The new trainee Paraplanner would ideally be working towards Level 4 Financial Planning Diploma qualification or equivalent.

In terms of advised Platforms, they use Parmenion and Standard Life Wrap however their Providers span wider including their sister DFM company directly, other Bond providers and alternative investment companies.

They offer staff free parking.

In addition to salary dependent on experience, benefits include group life cover, group income protection plus private medical insurance, Simply Health cash plan and GPP after qualifying service period.

My client are looking for top quality individuals in terms of attitude as well as experience/knowledge so salary can be negotiated.

They also support staff with relevant qualification development, and their ethos is very much appreciating home-grown talent in developing people into new roles in the longer term, when the business allows, so genuine career progression is supported.