IFA Administrator

Cooper Lomaz is working with a successful IFA based in Ely. They are seeking an experienced Financial Administrator/ Paraplanner to join their friendly team.The role will involve:Undertake valuations for advisers Calculate any balancing fees Prepare files for client meetings Completion of post client review tasks The successful candidate will have:At least 12 months experience working with an IFA or Wealth...

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Product Specifications

General
gs	Cooper Lomaz Recruitment Ltd
Posted	13 days ago
description	Cooper Lomaz is working with a successful IFA based in Ely. They are seeking an experienced Financial Administrator/ Paraplanner to join their friendly team. The role will involve: Undertake valuations for advisers Calculate any balancing fees Prepare files for client meetings Completion of post client review tasks The successful candidate will have: At least 12 months experience working with an IFA or Wealth Management company Strong organisation skills Good communicator Good work ethic In return our client can offer: 24,000- 28,000 salary may consider higher22 days holiday + bank holiday increasing with years of serviceCompany pension scheme Private medical insurance Training and supportOn site parking
location	Cambridgeshire