Senior IFA Administrator/Paraplanner

Anthony Alexandra
Brighton, East Sussex
20 Jul 2017
19 Aug 2017
Contract Type
Full Time

Are you an experienced Senior IFA Administrator/Paraplanner interested in a new role?

Anthony Alexandra are in alliance with a Financial Planning firm based in Brighton who are seeking a Senior IFA Administrator/Paraplanner to join their expanding team. Our clients recruit will be organised, flexible and highly professional.

Our client is providing a wonderful opportunity in which will help a well- structured career and gain more knowledge and experience within this role. Moreover, candidates will be required to have many duties, these duties will include: -

  • Undertaking product and fund research utilising software
  • Producing client proposals and suitability letters
  • To ensure records are maintained and accurate
  • To ensure new business is seen through to completion and is in line with standardised administrative and compliance procedures
  • Answering queries from clients in a precise and polite manner

This is an exceptional chance to work as a Senior IFA Administrator/ Paraplanner for our client. Therefore, this opportunity is suitable for a candidate who is highly professional in approach and has the following skills and experience: -

  • Over 2 years’ experience working within Financial Services
  • Previous experience working within a Senior IFA Administration role
  • Achieved or working towards professional qualifications
  • Good knowledge of Pensions, investments and Protection products

The successful candidate will be offered a great opportunity to join a business that believes in nurturing your career, valuing your commitment and rewarding you with attractive employee benefits packages.