IFA Administrator/Trainee Paraplanner

Advice On Wealth Ltd; Swindon; On-site; GBP 25,000 - 28,000; Full time

Job summary

A leading company in Swindon is seeking a motivated individual for the IFA Administrator/Trainee Paraplanner role to assist financial advisers. This full-time position involves preparing financial reports, liaising with clients, and ensuring compliance. Join a supportive team culture with opportunities for professional development and a competitive salary.

Benefits

Warm supportive team culture

25 days annual leave plus bank holidays

NEST Pension scheme

Private Health Insurance with WPA

Death in Service benefit

Support with CII qualifications and ongoing CPD

Qualifications

• Previous experience in financial planning preferred, especially as IFA Administrator.
• Proficiency in Microsoft Office Suite; Outlook, Word, and Excel.
• Desire to start Level 4 diploma or have similar qualifications.

Responsibilities

• Assist advisers with research and analysis of financial products.
• Compile valuations and financial planning reports.
• Process new business applications and manage client portals.

Skills

Attention to detail

Verbal communication

Written communication

Microsoft Office Suite

Education

Level 4 diploma in Regulated Financial Planning

Job description

Advice on Wealth Limited have been offering Personal & Corporate Financial Planning since January 1991. The business is run from an office in Swindon and supported by a fully qualified team.

We offer a comprehensive intergenerational financial planning service for everyone’s investment, mortgage, pension and protection needs.

To support our continued growth, we are looking to bring on board and support a motivated individual to join us as part of our team as an IFA Administrator/Trainee Paraplanner to work alongside our experienced team.

Duties & Responsibilities:

·Working closely alongside Financial Advisers, Paraplanners and administrators, assisting with research & analysis of financial products to meet client's requirements to support adviser recommendations.

·Compiling valuations and financial planning reports.

·Assisting with IFA admin-related tasks.

·Preparing meeting packs for the advisers.

·New business processing, submitting applications and following through to completion.

·Setting up prospective clients on the client portal.

·Keeping our internal back-office system up to date.

·Using various provider platforms each day.

·Liaising with providers, head office and client enquiries via various means of communication.

·Ensuring administration and compliance are completed to a high standard, ensuring compliance is adhered to.

Key Attributes to be successful within the role:

·Previous experience in financial planning, ideally as an IFA Administrator, although similar experience is welcomed.

·Great attention to detail.

·Excellent verbal and written communication skills.

·Proficiency in Microsoft Office Suite; Outlook, Word and Excel.

·Ideally, be working toward Level 4 diploma in Regulated Financial Planning or have the desire to start this qualification journey.

This role is full-time, based in our office in Swindon, and working hours are 08:30 to 16:30 Monday to Friday.

What we offer you: -

·A warm supportive team culture, with social events and collaborative working.

·25 days annual leave plus bank holidays

·NEST Pension scheme, Private Health Insurance with WPA and Death in Service

·Salary depending on experience and qualifications (£25,000 to £28,000)

·Support with CII qualifications and ongoing CPD