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Graduate role: IFA Administrator/Trainee Paraplanner

Full Time in Admin Support , in Paraplanning
  • Brooks Yard, Bradley, Huddersfield, UK View on Map
  • Salary: £22,000 - £23,000
  • Additional package info + attractive annual bonus, study support & full company benefits

Job Description

The Company: A regionally established IFA firm based in Central Huddersfield who are looking to recruit a Graduate into an IFA Administrator/Trainee Paraplanner type role in support of a team of high-performing, private wealth focused Financial Planners.

  • Office Location: Central Huddersfield
  • Hybrid Working: Office based initially with a WFH split after successful induction

 

Package: £22-23k base DOE + bonus and full company benefits inclusive of study support to QCF Level 4 Diploma (CII)

  • Benefits: Pension, 4xDIS, full study support
  • Holidays: 23-days holiday + stats
  • Bonus: £500 pay-rise per R0 exam passed | £1,000 pay-rise upon completion of Diploma

 

The Role: An adviser support focused remit geared around processing new/existing business from an administration perspective. Responsibilities will include:

  • New business processing
  • Preparing client review pack for client meetings
  • Obtaining quotations/valuations
  • Dealing with product providers and managing relationships accordingly
  • Managing client relationships and being the first point of contact for technical queries as required
  • Database management
  • Assistance with client business development and marketing materials
  • Basic paraplanning and suitability report compilation – ISA transfers, lump sum investments etc

 

The Person: Will suit a recent Graduate or School Leaver looking for their first opportunity in the Financial Services industry – Someone ideally focused on studying towards their Diploma and taking on adviser support responsibilities as an initial foundation to progress into more technical work.

 

What Next? Further questions? Keen to apply & register your interest? Please get in touch asap: Chris – 07891479277 | chris@cb3associates.co.uk

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