IFA Administrator/Paraplanner

Job Title: IFA Administrator/Paraplanner

Salary: £25,000 - £32,000

Location: Towcester

The Role:

Capio Recruitment are pleased to be working with a very reputable Independent Financial Adviser practice based within the Northamptonshire area. Our client is looking for an IFA Administrator/Paraplanner to join their growing team of genuinely good people.

Our client specialises in providing wealth management services to their clients, with a real focus of making their clients money work for them, and a goal of achieving peace of mind. They are specialists in retirement and investment planning, having achieved corporate chartered status, and follow a simple 3 step approach when speaking with their clients.

This role would sit within the client support team and responsibilities will include:

• Suitability report writing
• Liaising with providers / third parties
• Obtaining illustrations and fact finds
• Preparing fund switches
• Processing of new business
• First point of contact for the clients within the business

So, if you are an experienced financial advice professional who is looking for a new opportunity within a welcoming and supportive environment, this could be a great opportunity for you.

The Benefits:

• Flexible and hybrid working options
• Internal progression routes within a reputable firm
• Discretionary bonus
• Death in Service
• Generous Pension Contribution, and holiday allowance
• Full exam support and study leave

The Required Skills:

• Working towards the Level 4 Diploma in Financial Planning is desired
• Personable professional who is comfortable dealing with clients both written and verbally.
• Strong level of technical knowledge around pensions, investments and experience of suitability report writing.

If you are interested in hearing more about this position, please get in touch with us at Capio.