Paraplanner, Senior Technical IFA administrator

s1jobs; Glasgow; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading provider in wealth management is seeking an experienced IFA administrator or paraplanner to join their Glasgow team. This role offers a unique opportunity for professional progression and involves complex responsibilities including report writing and mentorship of junior staff. Candidates should possess a diploma qualification and relevant experience in an IFA environment, along with strong communication skills.

Benefits

Competitive benefits package

Career progression opportunities

Qualifications

• Must have experience in investment management as a paraplanner or IFA administrator.
• Diploma qualification required or progress towards.
• Strong communication skills required for client interactions.

Responsibilities

• Supporting advisers with suitability reports and client portfolio management.
• Mentoring junior staff and leading team documentation efforts.
• Conducting research and analysis for financial planning.

Skills

Experience of writing suitability reports

Research on behalf of advisers

Ability to review client portfolios

Ability to interact with junior team members

Fund analysis

Product comparison

Clear communication

Education

Diploma qualification

Tools

Avelo

WRAP platforms

Job description

Paraplanner, Senior Technical IFA administrator

Paraplanner, Senior Technical IFA administrator

1 week ago Be among the first 25 applicants

My client is a leading provider in wealth management advice with offices throughout the UK. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or paraplanner to join their rapidly expanding Glasgow team providing support to their advisers. This is a unique opportunity to join a leading corporate organisation focus-sing on wealth management with scope for progression in the years to come.

There are a number of roles available for various levels of individuals brought on board. Whether you be a skilled IFA administrator from a whole of market IFA environment or an experienced paraplanner holding your diploma.

Key skills of successful candidates will include but not limited to:

Experience of writing suitability reports, research on behalf of advisers

Diploma qualification or progress towards

Experienced in platforms - including Avelo, WRAP platforms etc

Ability to review client portfolios and research risk involved with each client

Ability to interact with more junior members of the team to create documentation packs (Financial planning administrators), lead, mentor and develop

Fund analysis, product comparison, analysis and charges analysis

Ability to clearly communicate findings both remotely to advisers and also to HNW individuals in a fast paced environment

To apply for these rare jobs and to be considered to secure a job and further your career with a leading employer during an exciting time in their history please submit your details asap or call Alison Curran on 01315501125 for a confidential discussion.

An exceptionally competitive basic, benefits package along with the chance to develop a long and successful career with them is on offer to successful candidates.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

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