Finance Administrator / Paraplanner

Clover Consulting
09 May 2017
08 Jun 2017
Contract Type
Full Time

Clover is pleased to be working alongside this well respected and professional finance house and their growth plans for 2017.

We require experienced financial services administrators who are looking for a move into Financial Planning support/paraplanning.


  • should be able to demonstrate providing support to an IFA/Mortgage Consultant/Financial Planner/Broker etc
  • will be highly computer literate - esp. MS suite
  • possess excellent communiction skills - both written and oral
  • will have an understanding of Data Protection laws and Confidentiality
  • can create and manage a financial case file
  • an advantage will be candidates who have carried our research and in depth analysis of financial products available


  • Working alongside a dedicated IFA you will assist with their workload
  • Speaking to clients, discussing their needs and offering assistance where possible
  • Working to FSA regulations, ensuring compliance and quality
  • Management and collation of case files for individuals including research of products, analaysis of clients needs and ad hoc auditing to ensure all forms are filled in correctly and fully
  • Assisting the IFA in various ad hoc tasks
  • Helping to prepare documentation for client visits, at times accompanying on client visits
  • Developing your knowledge


As well as a good basic salary, bonus scheme and other benefits, this business are flexible, friendly and retain staff. The team are professional and take pride in their service. This role offers an opportunity for anyone interested in becoming an IFA to be supported in this career path by the business.

This is a great opportunity for anyone trying to forge a career in Financial Planning. Please dont delay in applying.

Clover Consulting are advertising this role on behalf of a client and has their express agreement to do so. This advertisement does not form any part of a contract of employment and should not be deemed to do so.

Whilst we endevour to reply to all applications, frequently demand does not afford us such luxury. Therefore, if you have not heard from us within 7 working days, please assume your application has been unsuccessful in this instance. Thank you.