Financial Planning Administrator

Salary: £25,000 - £31,000 + Bonus

Deeside, Flintshire

Free Parking & Hybrid working after probationary period.

We are really pleased to be working with a successful and growing Financial Services firm based on the edge of Chester & North Wales.

The position is open to experienced IFA Administrators working towards the Diploma in Financial Planning and experienced Paraplanners. 

The role will involve:

• Directly supporting the IFA’s with technical research
• Producing the suitability reports and cash flow reports
• Research and analysing of technical data
• Working on compliance aspects of the processes
• Monitor client reviews
• Ad hoc projects

Ideal candidate:

• Ideally worked within a Paraplanner position or working towards the position
• Must be Dipfs qualified or working towards the qualification
• Must have worked in a Technical Support / Research Financial Planning position

For more info on this financial services job opportunity please click to apply: