IFA Sales Support/Paraplanner

Newstaff employment services
£20k - 28k per year
30 Sep 2017
03 Nov 2017
Contract Type
Full Time

Newstaff Employment Services are looking to recruit an IFA Sales Support/Paraplanner to provide technical and administrative support within an Independent Financial Adviser Office.

Job role to include:

Providing technical support to IFAs including product research (investment; pension; life assurance; protection); investment fund performance

All new business and servicing administration

Preparation of Suitability Letters and Client Reports

Preparation of regular Valuation Reports for investment clients

Preparation of paperwork for clients including new applications; servicing forms; trusts; fee agreements; invoices

Submission of life/investment/pension applications (paper; online)

Dealing with general (existing) client enquiries where no advice is required

Liaising between clients and IFAs as appropriate (where advice is required)

Liaison between IFAs and clients with insurance/pension companies and investment companies

General administration including setting up and maintaining client files and records

General administration of group schemes (pension; DIS, PMI)

Assistance with general duties involved with the running of a small office.

Requirements of the candidate

Sound technical knowledge of investments, pensions and protection.

Ideally FPC-qualified, or willingness to undertake relevant industry examinations

Attention to detail; able to work to deadlines; thoroughness

Good telephone manner

Honesty and reliability

Client confidentiality

Friendly disposition with clients, work colleagues and business contacts.

Knowledge of research and support programmes including Aequos; IRESS; provider websites; general use of Word, Excel, Microsoft Outlook.

Ideally experience with Intelligent Office.

Use of technical websites including DH; DWP; HM Treasury; FCA

Adherence to FCA, Data Protection and Anti-Money Laundering requirements.

If you are interested in this role please email your CV to or please call

This job was originally posted as www.totaljobs.com/job/76200739