Senior IFA Administrator / Paraplanner

Recruiter
Cameron James
Location
Stanley
Posted
16 May 2018
Closes
15 Jun 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Working in partnership with a reputable Financial Planners I am currently recruiting for an IFA Administrator / Paraplanner to join their smaller, Liverpool based team.

As an IFA Administrator / Paraplanner you will support the Financial Advisers with all Client Servicing, Business Processing administration work, as well as Technical Paraplanning support (As required) ensuring high quality work is produced and an excellent service is provided to their clients.

Duties will include but will not be limited to;

  • Processing Business
  • Valuations
  • Quotations
  • ISA and Pension Transfers/Switches
  • Issuing Letters of Authority
  • Preparing and Maintaining Client Files
  • Research
  • Suitability Report Writing

The successful IFA Administrator / Paraplanner must have either provided similar support within a Financial Planning company.

In return you will receive a generous salary which will be based on and dependent entirely upon your experience and capabilities.

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