Senior Paraplanner/IFA Admin - Path to Adviser Role

Senior Paraplanner/IFA Admin - Path to Adviser Role

Full-Time 30000 - 48000 £ / year (est.) No working from home possible
Swarm Recruitment

At a Glance

  • Tasks: Support advisers with research, cashflow modelling, and client servicing.
  • Company: Swarm Recruitment, a supportive environment for career growth.
  • Benefits: Salary between £30,000 to £48,000, bonuses, pension scheme, and qualification support.
  • Other info: Join a dynamic team and gain exposure to holistic financial planning.
  • Why this job: Kickstart your career in financial planning with hands-on experience and growth opportunities.
  • Qualifications: Experience in administration or a keen interest in financial services.

The predicted salary is between 30000 - 48000 £ per year.

Swarm Recruitment seeks a Senior IFA Administrator or Trainee Paraplanner in St Albans. This role includes working closely with advisers, taking on technical responsibilities like research, cashflow modeling, and ongoing client servicing.

The position offers a chance for growth within a supportive environment and exposure to holistic financial planning.

Salary ranges from £30,000 to £48,000, with bonuses and comprehensive benefits such as a company pension scheme and support for industry qualifications.

Senior Paraplanner/IFA Admin - Path to Adviser Role employer: Swarm Recruitment

Swarm Recruitment is an excellent employer for those seeking a fulfilling career in financial services, particularly in the vibrant city of St Albans. With a strong emphasis on employee growth, the company fosters a supportive work culture that encourages professional development through exposure to holistic financial planning and assistance with industry qualifications. Additionally, the competitive salary package, inclusive of bonuses and a comprehensive pension scheme, makes it an attractive place for individuals looking to advance their careers in a meaningful way.

Swarm Recruitment

Contact Details:

Swarm Recruitment Recruitment Team

We think you need these skills to ace Senior Paraplanner/IFA Admin - Path to Adviser Role

Technical Research
Cashflow Modelling
Client Servicing
Holistic Financial Planning
Communication Skills
Attention to Detail
Organisational Skills