IFA Administrator

Just Recruitment
Braintree, Essex
09 Jul 2017
08 Aug 2017
Contract Type
Full Time
Our client, a directly authorised IFA Wealth Management practice based in Braintree, is looking for a Senior Financial Administrator / Paraplanner to join their friendly, professional team.
Our client provides professional advice and financial planning solutions for both individual and corporate clients. An established and successful business with seven financial advisers and an experienced administration team, our client continues to grow and expand as a company today.
You will be working with the other members of the team to provide first-class technical support to the partner/Senior IFA. This is a fantastic opportunity to become a key member of the team where you will be valued and be able to add real value to a bespoke financial planning business.
Key Tasks:
*Undertake research across the markets for various products
*Providing administration support, to include file maintenance, processing new business, preparing investment valuations and dealing with routine correspondence
*Report Writing, preparation of suitability letters, including preparation of spreadsheets.
*Processing new business, including inputting onto our investment platforms.
*Keep up to date with new products, technical or legislative changes within the market place.
*Ideally you will working towards or hold Level 4 Financial Planning Diploma
*Excellent interpersonal and communication skills
*Strong analytical skills and work in a structured, planned manner
*Be able to fit into working in a small office practice environment
*Knowledge of investment platforms
*Use of financial provider software e.g. Selectapension, Assureweb etc
*Good IT skills and use of Excel, Office and Outlook

Please note if more experienced then our client could consider a salary in excess of £35k. There will, in any case, be the opportunity of good salary progression.

For more information on this position, please contact Just Recruitment Group Ltd, at or telephone quoting job reference 903893.

Please note that if you have not been contacted within 7 days, your application for this position has been unsuccessful.