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Job Location | Coventry |
Education | Not Mentioned |
Salary | 25,000 - 30,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent,full-timeB |
Job Title: Junior ParaplannerSalary: £25,000 - £30,000Location: CoventryThe Company:Our client is a chartered financial advisory firm that provide a truly holistic approach their clients. They specialize investments, pensions, employee benefits, tax planning and long-term care.They are small firm with a friendly office that prioritize loyalty and provide in-house training for each member of the team.The Role:This position would suit someone who has previous experience in an IFA administration role and a good understanding of the services they provide. Due to the nature of the firm and their reputation as a chartered practice, an interest in completing the level4 diploma in financial planning is essential.The role will involve handling all administration for the financial advisors including research and report writing. You will be expected to pitch in where needed and support the financial advisors a with various duties. It is very important that you arealso willing to learn, progress and grow with the company.Daily Duties:
Keyskills :
Financial AdvisoryFinancial PlanningPensionsSuitabilityTraining Programme