Trainee Paraplanner - Bromsgrove, United Kingdom - Ortus PSR
Description
Join one of the UK's leading independent financial advisory and wealth management firms with an exciting opportunity to grow as an IFA Senior Administrator in their Bromsgrove office, with hybrid working opportunities; 2 days from home and 3 in the office.
This is a fantastic opportunity to develop your Paraplanning knowledge and skills where you will be writing suitability reports and providing recommendations based on the data to Financial Advisers.
As part of the administration team, you will provide efficient and timely support to our IFA's and clients, ensuring accurate data management and administration systems.
We are looking for individuals with previous experience in an office administration support role, who are delivery-focused, organized, and have excellent communication skills.
In return, you will receive a competitive salary, a range of benefits, and the opportunity to undertake professional qualifications relevant to your job role.
More jobs from Ortus PSR
-
Senior Ifa Administrator
Edinburgh, United Kingdom - 2 weeks ago
-
Chartered Financial Planner
Stockport, United Kingdom - 3 weeks ago
-
Db Paraplanner
South East London, United Kingdom - 2 days ago
-
Ifa Administrator
Birmingham, United Kingdom - 1 week ago
-
Ifa Administrator
Burgess Hill, United Kingdom - 3 days ago
-
Financial Adviser
Chelmsford, United Kingdom - 17 hours ago