Senior IFA Administrator/Paraplanner

Trafford & Houghton Financial Planning; Preston; On-site; GBP 27,000 - 35,000; Full time

Job summary

A reputable IFA practice in Preston is seeking an experienced paraplanner. The successful candidate will have at least 2 years in the financial services industry, will produce suitability reports, and work collaboratively within a team environment. This full-time position offers a salary ranging from £27,000 to £35,000 depending on qualifications and experience.

Benefits

Company pension

Qualifications

• Minimum 2 years of experience as a paraplanner.
• Competent knowledge of financial products such as Pensions, ISAs.
• Experience in writing suitability reports.

Responsibilities

• Produce professional suitability reports and tailored letters.
• Prepare files for meetings and handle administration tasks.
• Conduct product, provider, and fund research.

Skills

Communication

Organizational Skills

Team Player

Education

Part qualified in Financial Services or keen to progress

Tools

Intelligent Office

Selectapension

Job description

1 day ago Be among the first 25 applicants

An excellent opportunity for an experienced paraplanner has arisen to join our small reputable IFA practice in Preston.

You will need to have worked within the Financial Services industry and as a paraplanner for the last 2 years and have a working and competent knowledge of financial services products which include Pensions, Investments, ISA’s and Protection policies. You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You will need to be a team player and be happy to help other team members when required.

You must have had experience of writing suitability reports.

Experience using Intelligent Office and Selectapension would put candidates at an advantage.

Responsibilities

1. Produce professional suitability reports

2. Tailoring suitability letters to individual clients

3. Responsible for file preparation for meetings and existing business administration

4. Provide specific product, provider and fund research

5. Assisting administrators during busy periods and working in a team environment.

6. Other administrative duties include:

Ø Submit new business applications

Ø Deal with providers

Ø Deal with clients

Qualifications

If not already qualified to diploma level, should be part qualified or keen to progress further.

Hours: Mon- Friday 37.5 hours to be arranged

Job Types: Full-time, Permanent

Salary: £27,000 - £35,000.00 per year (dependent upon qualifications & experience)

• Company pension

Schedule:

• Monday to Friday

Experience:

• Financial Advisory Support Occupations: 2 years (required)

Work Location: In person at 14 Ribblesdale Place, Preston, PR1 3NA

Job Type: Full-time

Pay: £27,000.00-£35,000.00 per year

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

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