Location
Poole
Salary £18000 - £25000 TypePermanent WorkplaceOn-Site Ref84931
Recruiter Managing This Role
We have an opportunity for someone with previous Financial Planning Administration experience to join a successful company with a great reputation based in Poole.
Due to growth, the opportunity for an IFA Administrator has arisen. The ideal candidate would have some experience with report writing, and the ambitions to progress into Paraplanning in the future.
This role is office based, and youll be joining a collaborative team that strives to achieve the best results for their clients.
WHATS NEEDED TO BE CONSIDERED?
1. Previous experience within a financial planning practice
2. Good level of analytical capability and good communication skills
3. Experience dealing with investments, pensions and protection products
4. FCA understanding of regulations and products, and their practical application
5. Effective communication, both written and verbal
6. Have a professional, proactive and positive attitude