Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

IFA Administrator / Paraplanner

Cranleigh Personnel
Job LocationLeicester
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Job Title: IFA Administrator / Paraplanner - Dual Role Location: LeicesterSalary: Depending on experienceAre you ready to challenge yourself and obtain an opportunity to advance your career and qualifications within Financial Services / Wealth Planning bringing you closer to a lucrative new position If so, this could be your perfect position.Our client is currently looking for IFA Administrator / Paraplanner to join their growing team. This is a great opportunity for anyone that who is looking for a new challenge in a well-established friendly company, or equally someone who is currently an Administrator looking to continue developing skills and gain paraplanning responsibilities as well.Must be Car DriverGeneral responsibilities:

  • Preparing for and attending all client meetings wherever possible, taking detailed written notes and following up on any technical points after the meeting.
  • Experience with Review Reports
  • Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others.
  • Producing comprehensive and clear suitability letters for clients
  • Preparing a series of lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes.
  • Constructing and producing a financial plan to address each client’s lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning
  • Carrying out regular reviews of clients’ financial plans, circumstances and objectives
  • Dealing with complex and technical client queries as and when they arise
  • Interpreting new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures.
    • If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable. Required skills
  • Administrative
  • Financial Services
  • Paraplanning
  • Reporting
  • Technical Support

    • Keyskills :
    Administrative Financial Services Paraplanning Repting Technical Suppt

    APPLY NOW

    IFA Administrator / Paraplanner Related Jobs

    © 2019 Naukrijobs All Rights Reserved