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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 higher
22 days holiday + bank holiday increasing with years of service
Company pension scheme
Private medical insurance
Training and support
On site parking