Paraplanner / IFA administrator

Root2 recruitment Ltd
United Kingdom
£25000 - 28000 Per Annum
27 Sep 2017
03 Nov 2017
Contract Type
Full Time
An exciting opportunity has arisen for a junior paraplanner to join an ambitious IFA firm The Company Our client is an IFA firm based in the City specialising in pension advice. The Position - Junior paraplanner already working towards completion of the RO exams 1 - 6. - Experienced sales support wanting to become a junior paraplanner. - Provide a high-quality support/administrative service for an established IFA firm based in the city of London. Role responsibilities will include: - Completing all relevant support and administration for the IFAs, along with assisting them in the preparation of advice for new and existing clients. - Carrying out the end-to-end support and administration in the process of acquiring new business and clients, as well as servicing existing clients. Benefits will include: - Salary £25,000 - £28,000 depending on experience. - 20 days' annual leave, plus bank holidays. - Funding towards exams. The person - The successful applicant will have current / recent experience working for an IFA firm, with good pension knowledge. Knowledge, Skills & Experience required - Good working knowledge of pensions, especially Final Salary Pensions - Experience of XPlan or AVELO (Adviser office/1st) - Good IT skills - Excellent communication skills. You will be hardworking, organised, be able to manage your work load and very personable to fit into a small office environment. Location - The role will be based in the City of London - nearest tube stations are St Pauls and Barbican. Train stations - Farringdon, City Thameslink and Moorgate. Key Words: IFA, Pensions, DB Transfers, Administration, London, Financial,
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