IFA Administrator & Paraplanner Jobs Newcastle upon Tyne

Financial Services Administrator/Paraplanner
Newcastle
Salary: £22,000 - £26,000 plus benefits

My client are a niche Independent Financial Advisor based in Newcastle. They currently have a job opening for an experienced FS Administrator/Paraplanner to join their successful team to provide full support to the IFA's in the firm.

The initial responsibilities of the role will be to provide FS administrative duties across predominantly pensions and investments, including new business submissions, valuations, customer correspondence and other general administration tasks. You will also ideally have had previous or current experience within paraplanning including research, report writing, reason why letters etc as this will form part of the role too.

The company are hoping that the successful individual will develop into more of a full on Paraplanning position once they have developed both their experience and attained additional industry qualifications (full support will be given to attain these by my client). Preference will be given to candidates who have had paraplanning duties in the past.

In return you will be working for an expanding and profitable IFA firm where there are genuine opportunities to develop personally and professional working for well respected IFA's who have been in the industry a number of years. You will receive a competitive initial salary which is constantly reviewed depending on individual success and also company achievements.

To apply for this fantastic opportunity please forward your up to date CV or contact David Elders in the Leeds office of Search Consultancy