Paraplanner - IFA Administrator

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

Paraplanner - IFA Administrator

South Leicestershire (ref AL1414) office based, parking available

Salary £28,000 - £40,000 dep on experience

My client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team. We are looking for bright, diligent, and competent individuals, who have existing experience but are also willing to expand their knowledge and learn as they go. Regulatory qualifications are desirable, but not essential for the right candidates, as training will be given where needed along with the opportunity to progress within the business.

Purpose of the role:

To provide paraplanning and administrative support for the financial advisers.

The roles will ultimately involve the following:

• 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
• The review of existing client arrangements, and ability to 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
• Strong organisational skills and a keen eye for detail
• Experience of IO would be an advantage along with knowledge of DB Pension schemes

Qualifications

• Strong passes inGCSE or equiv. Maths and English as a minimum
• LIBF/CII qualifications