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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