Financial Services Paraplanner/Administrator

That Recruit
16 May 2018
15 Jun 2018
Contract Type
Full Time
Our client, a Chartered Financial Planning Company are currently looking to recruit an IFA Paraplanner/Administrator who fits well within the culture of the business and can assist them in delivering their high-level services as the business continues to grow.

Key duties:

- Administration of both new and existing business, ensuring compliance and process procedures are followed

- Maintaining accuracy of client information and assisting with the on-going management of the client

- Interacting with clients in an efficient and professional manner

- Research and analysis

- Possible opportunity for involvement with investment analysis


- Previous experience as an IFA paraplanner/administrator

- Knowledge of FCA rules relating to the financial advice process

- An interest in financial services particularly pensions and investments

- Computer literate with a practical grasp of technical issues and have the ability to deliver high-quality work to deadline

- Ideally level 4 qualified or working towards CII qualifications or educated to a minimum of A Level standard or past financial services experience with a commitment to work towards CII qualifications

The salary for this role is competitive, has potential for bonus and up for negotiation depending on your experience.

To be considered for this role, please apply today.

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