Paraplanner / IFA Administrator

10 May 2017
09 Jun 2017
Contract Type
Full Time

Job Title: Paraplanner / IFA Admin

Location: Canterbury

Salary: £20,000 up to £24,000 after probation

Benefits: Exams paid for, Company pension, progression

My client is a fantastic practice who delivers para planning support to the financial sector they require some one who is passionate about paraplanning and are either already experienced as a paraplanner and want to work with an expanding company of someone who is looking for that next step

On offer is an excellent starting salary with a salary increase after completing probation and the opportunity to progress with Exams.

Duties will Include:

Providing full support to the IFAs

Supporting the Director with any administrative duties

Working on various products including EIS, ECT’s, Pension products

Using various back office systems and platforms

Repairing and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks

Producing, when required, tax and other complex calculations

Preparing and interpreting complex plan information with a view to completing transfer analysis

Preparing complex financial planning reports, within set SLAs, in multiple financial planning areas

Researching and reviewing, where necessary, new, and existing legislation and technical/product information to aid in the role that is performed

Communicating with IFAs coherently on a regular basis, in order to gather sufficient information on client cases, and updating on case progress

Skills and Experience required:

Experience in a Paraplanner role or Administrator role

Experience working in Investments and Pensions

If this is not the right role for you, please call us for a confidential chat as we might be recruiting for a role that is not necessarily advertised.

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.