IFA Administrator: Paraplanning Path & Qualifications

The Eventus Recruitment Group; Wirral; On-site; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Pension 5%

25 days holiday + bank holidays

Income protection

Death in service

Funded professional qualifications

Paraplanning study support

Job summary

Eventus Recruitment are seeking an IFA Administrator to join a respected financial planning firm on the Wirral. This permanent, full-time role offers a route into paraplanning as experience grows, with a salary of GBP28,000 to GBP32,000 and office-based hours Monday to Friday, 9am–5pm.

Benefits include a contributory pension (5% employer), 25 days holiday plus bank holidays, income protection, death in service and funded qualifications. Training to paraplanning level is funded by the firm.

Qualifications

• Administration experience within a financial advice or financial planning firm
• Knowledge of pensions, investments and the new business process
• Ability to manage a busy workload and prioritise as work comes in
• Initiative in chasing outstanding items without prompting
• Confident use of back office systems and provider portals
• Accuracy and attention to detail on client records and paperwork
• Clear, professional communication with clients, providers and advisers
• Discretion when handling confidential client information
• Interest in developing into paraplanning, though this is not essential

Responsibilities

• Supporting the advisers across the full advice process, from first meeting to implementation
• Submitting and tracking new business with providers through to completion
• Acting as first point of contact for providers and clients on queries and outstanding items
• Taking on research and case preparation alongside the paraplanning team as experience builds
• Preparing valuations and paperwork ahead of client review meetings
• Chasing outstanding requirements so cases keep moving
• Keeping client records accurate and files audit ready on the back office system

Skills

Administration experience

Communication

Attention to detail

Prioritisation

Discretion

Tools

Back office systems

Provider portals

Job description

Eventus Recruitment are seeking an IFA Administrator to join a respected financial planning firm on the Wirral. This permanent, full-time role offers a route into paraplanning as experience grows, with a salary of GBP28,000 to GBP32,000 and office-based hours Monday to Friday, 9am–5pm.

Benefits include a contributory pension (5% employer), 25 days holiday plus bank holidays, income protection, death in service and funded qualifications. Training to paraplanning level is funded by the firm.