Paraplanner — IFA Admin & Regulatory Research

North Oak Recruitment; Bristnall Hall Fields; On-site; GBP 28,000 - 40,000; Full time

Job summary

North Oak Recruitment is recruiting for an experienced Paraplanner / IFA Administrator to join a South Leicestershire based financial advisory team. The role focuses on paraplanning and administrative support for financial advisers, with salary £28,000 - £40,000 depending on experience.

Key duties include regulatory research, preparation of suitability reports, reviewing client arrangements, staying updated on regulatory changes, and supporting compliance processes.

Qualifications

• Strong passes in GCSE Maths and English as a minimum.
• LIBF/CII qualifications desirable.

Responsibilities

• Carry out regulatory technical research in all areas of financial planning, liaising with product providers and other related parties.
• Preparation/completion of Suitability reports in line with regulatory requirements.
• Review of existing client arrangements, and identify new planning opportunities.
• Awareness of industry, regulatory and legislative changes.
• Maintaining accurate records and support of compliance processes.
• Ability/desire to work within a team essential.

Skills

Paraplanning

Regulatory research

Administrative support

Teamwork

Education

GCSE Maths

GCSE English

LIBF/CII qualifications

Job description

North Oak Recruitment is recruiting for an experienced Paraplanner / IFA Administrator to join a South Leicestershire based financial advisory team. The role focuses on paraplanning and administrative support for financial advisers, with salary £28,000 - £40,000 depending on experience.

Key duties include regulatory research, preparation of suitability reports, reviewing client arrangements, staying updated on regulatory changes, and supporting compliance processes.