Lang Financial is looking to recruit an enthusiastic, experienced IFA Administrator or Paraplanner to join our highly successful Financial Services team.
Experience within an IFA environment essential for this role.
You will have full ownership of cases from start to finish, assisting with research, illustrations, new business applications, fee reconciliation & report writing.
Experience of using research tools such as FE Analytics and knowledge of Intelligent Office would be advantageous but not essential.
Career progression available with full study support in financial planning exams.
This is an exciting opportunity for someone with strong interpersonal skills, who is highly organised and efficient, and who sees this as a long term career path.
You will have:
- Experience in a similar role within an IFA environment
- Excellent IT skills and a confident user of Microsoft Office Suite
You will be:
- Ambitious, hardworking and a self-motivated team player
- An excellent communicator who possesses confident interpersonal skills
- Able to work under pressure, be well organised and enjoy working with a variety of clients
We offer:
- Competitive and negotiable salary depending on experience.
- Study support including tuition fees, materials and time off to study
- 6% Employer Pension contribution after completion of probationary period
- Bonus structure
Job Types: Full-time, Part-time
Pay: £30,000.00-£40,000.00 per year
Additional pay:
- Company pension
Schedule:
- Flexitime
- Monday to Friday
Ability to commute/relocate:
- Ayr, KA7 1EN: reliably commute or plan to relocate before starting work (required)
Work Location: Hybrid remote in Ayr, KA7 1EN
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