- Prior experience in Financial Services as an IFA Administrator or Junior Paraplanner
- Strong customer service, time management, and prioritization abilities
- Resilience under pressure and the initiative to take on tasks independently
- Ability to foster relationships internally and externally
- £27-31k annual salary
- 20 days + Bank Holidays annual leave, extendable up to 25 days
- Support for exam fees, study materials, and study leave
- Great career prospects with a focus on learning and development
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Senior IFA Administrator/Junior Paraplanner - Poole, United Kingdom - Reed
![Reed background](https://contents.bebee.com/companies/gb/reed/background-Hffrw.png)
Description
At Reed Financial Services, we are excited to present an opportunity to join a long-standing Financial Advice firm in Poole. They are seeking a new team member for their office due to business expansion and demand.
If you are an experienced IFA Administrator or a junior/trainee Paraplanner looking to enhance your technical skills and advance your career, this role may be perfect for you.
Key requirements:This role offers a broad scope, involving various aspects of the client journey. From managing client files to conducting research and investment reviews, you will play a crucial role.
Remuneration package:If you are interested in this exciting opportunity, please apply through the provided channels.