IFA Administrator/Paraplanner

Posted 9 March by Heat Recruitment Featured

My client is a well-established IFA firm that specialise in providing a tailored, bespoke financial planning service.

They boast a huge range of options for all individuals and are an independent firm who provide a genuine whole of market offering in order to give the client the best choice possible, and they also offer corporate financial planning for businesses

They have multiple advisors across Yorkshire and Derbyshire and have a team of over 25 advisors within the business.

The Opportunity:

This is a chance to join a growing team of Independent Financial Advisors with a strong reputation within the industry.

Due to an increase in business being generated and growth, this company is looking to expand the back office team and is looking for a confident professional, as and be involved with a range of administrative duties as well as some report writing for the firm’s clients.

You will be working closely with the firm’s advisors as well as the other back office staff to provide a high quality comprehensive service.

What’s needed for me to be considered?

  • Previous experience within an IFA practice environment
  • Ideally you will be working towards the level 4 diploma
  • Experience of report writing for pensions and investments case would be desirebale
  • Good technical knowledge of Pensions and Investments

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms:

Paraplanner *Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, IFA Administrator, Financial planning administrator

Required skills

  • Administrative
  • Investments
  • Pensions
  • Technical Sales
  • Writing

Reference: 34644895

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