PARAPLANNER/ADMINISTRATOR

Recruiter
MA Select
Location
Ilford, UK
Salary
Competitive
Posted
26 Jul 2019
Closes
01 Aug 2019
Ref
1211552358
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
PARAPLANNER/ADMINISTRATOR

A small and friendly IFA in Ilford is looking for an experienced administrator/Paraplanner to join their team.

Duties for this role include: -
  • Assisting two Financial Advisers design and deliver financial solutions for the firms new and existing clients
  • Creating suitability reports for life, pension and investment solutions
  • Creating and maintaining accurate records on the firm's back-office system for both new and existing policies
  • Undertaking product research to support Financial Adviser recommendations

This is a great opportunity for an experienced administrator/Paraplanner, so they can build on their existing skills, knowledge and experience within the Financial Services sector. Therefore, the skills and experience required for the role are as follows: -
  • Over 3 years' experience working within an IFA environment
  • Good technical knowledge of Financial Services products
  • A working knowledge of Intelliflo, Dynamic Planner, Genovo and O&M would be preferable

The successful candidate will have the opportunity to grow within the firm and study towards further professional qualifications.

A competitive salary is on offer dependent on experience, skills and qualifications but is likely to be in the £27,500 - £32,500 range plus excellent staff benefits.

Similar jobs

Similar jobs