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IFA Pensions Administrator/Trainee Paraplanner - Banbury

IFA Pensions Administrator/Trainee Paraplanner - Banbury

Posted 3 April by REED Insurance Ended
My client a leading Financial Services Practice is very actively looking to recruit a highly skilled pensions person, preferably within administration or indeed at paraplanner level.  The successful applicant will have a good strong background from working within a Wealth Planning company but focusing on the Pensions side.  This is an incredible opportunity for someone with an excellent pensions background.  Working alongside a very successful Pension Specialist, you will offer full support and if you have qualifications this could well be an added bonus.  Preferably FA2 or part Diploma would be a distinct advantage. The Company has an opportunity to join their team as a dedicated professional in an administrative capacity. You will need previous experience working in an IFA and be able to bring working knowledge of the sector to this role. This an excellent opportunity for someone looking to develop and progress their career in an environment where on-going training and career development is supported and encouraged.

The main duties will include the following:-

- Responsible for maintaining adviser workload using our back office system.
- Prepare review packs consisting of valuations and fund fact sheets for clients on adviser`s behalf.
- Processing and submitting business online.
- Obtain illustrations on request for clients

To be considered you must be able to demonstrate the following:-

- Ideally experience providing support in pensions and investments, mainly within Pensions
- Previous experience working in an IFA
- A track record of ability to work compliantly.
- Experience processing business, putting together research, assisting product selection.
- Organised credible and knowledgeable.
- Able to liaise with clients and third party providers in a professional and efficient manner.
- Knowledge of suitability report writing will be beneficial to this role

The Benefits are fantastic, including full Training, 25 days holiday and parking

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34154742

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