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    Senior IFA Administrator/Junior Paraplanner - Poole, United Kingdom - Reed

    Reed
    Reed background
    Full time
    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:
    • 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

    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:
    • £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

    If you are interested in this exciting opportunity, please apply through the provided channels.



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