Open role
Paraplanner - IFA Administrator
- Aggregated by CV-Library
- LE17, Lutterworth, Leicestershire
- Permanent
- Full Time
- £28,000 - £40,000 Per Annum
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 in GCSE or equiv. Maths and English as a minimum
* LIBF/CII qualifications
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website
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 in GCSE or equiv. Maths and English as a minimum
* LIBF/CII qualifications
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website