Graduate / Trainee IFA Administrator – Belfast (BT9) – PCGRAD26

Graduate / Trainee IFA Administrator

Belfast (BT9)

Salary Competitive DOE plus Study Support

We are pleased to be working with an Independent Financial Advice practice who have an opportunity for a Graduate / Trainee IFA Administrator to join their growing team.

Successful candidates will need to be eager to learn, computer literate with the ability to communicate clearly. You will work collaboratively within a small office environment supported by an experienced team. This role would suit a meticulous Graduate looking for an entry level opportunity within a Financial Advice practice, offering experience in investments, pensions, and protection products alongside the opportunity to gain professional qualifications.

Eligibility criteria:

• Degree-level education in Business Studies or a related degree (Minimum 2:1)
• Strong academic record including Maths and English Grade B or above
• A desire to progress within the field of Financial planning.
• Computer literate – strong Microsoft Excel & Word skills
• Strong analytic and numerical skills
• Excellent communicator and able to build relationships and rapport
• Professional demeanour and well-presented
• Excellent report writing skills
• Keen eye for detail, Team player
• Ability to work on own initiative
• Ability to manage deadlines and workload
• Adaptable and flexible attitude noting the wide array of tasks

To apply for this role please forward your CV ASAP to Paul Coulter at paul@mckintyassociates.com or Tel on 078 0384 3023 to discuss further.

Applications for this role will be considered immediately with a view to placing the right individual ASAP, so please register your interest early. Please note, the opening may close in advance of advertised closing date – this is a guideline only.

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