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IFA Administrator/Paraplanner

Employer
MLP Wealth Management
Location
UK
Salary
Competitive
Closing date
11 Jul 2022

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Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
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MLP Wealth Management Ltd

Independent Financial Planners

Paraplanner

An opportunity to join a fast moving Independent Financial Planning firm now based in the 'Bank' in Banstead, Surrey. The salary range is therefore £35-45k+ bonus scheme+ pension. OTE expected to be £60,000 pa. Salary will be dependent on age, experience and this is an excellent opportunity to get involved in a firm that rewards for good results for the right individual who help drive the business forward. Further CII Exams will be offered as part of the progression package, if required.

We advise Pensions, Investments, Protection, IHT, mortgages and equity release. We are in the process of rapid change and growth and are building our team and infrastructure to serve our large customer base. MLP have an excellent reputation within the marketplace and have been rated by the online portal VouchedFor in the top 10 IFAs in the UK. This role would suit someone who is fully qualified with the Diploma Qualification level 4 and wants to put their technical knowledge to use.

This is a full-time, office based role. This role will involve supporting the firm's financial planners with suitability report writing, Mifid project, fact finding, and risk profiling and client interaction including dealing with enquiries and contacting leads. There will be the need for general administrative support as we embark on our ambitious change and growth programme so the role will be varied and challenging. It is a great opportunity for someone to grow in the role and help build on the firm's success.

We require someone who can hit the ground running and hence is likely to have already has industry experience.

The Required Skills
  • Level 4 Diploma Qualified
  • Experience in providing IFA admin support as a paraplanner
  • Strong technical knowledge, particularly around pensions, investments, along with a desire to continue development (essential) such as Equity Release, IHT planning and the life assurance protection market place.

Good understanding of the FCA rules and how a financial services firm operates

The position is available immediately
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