A central based small IFA Practice in Preston is looking to add to their team with a professional who can support them with Senior IFA Administration and Paraplanner, as such this would benefit a candidate who likes variety in their work.
Salary for this role is negotiable.
The team is really friendly and the environment is a positive one, you could really develop your career at this firm.
In the role you will be involved with processing new business and researching products and creating suitability reports.
You will need to have knowledge of products which include Pensions, Investments, ISA’s and Protection policies. You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines.
If you have experience using Intelligent Office and O&M then you will be at an advantage.
Please apply or contact Peter Stebbings on 07817 661587