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IFA Office Manager / Paraplanner

Tempest Jones
Job LocationRotherham
EducationNot Mentioned
Salary£28,000 - £40,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Paraplanner / Office ManagerA fantastic opportunity has arisen to join a leading financial planning practice in Rotherham for a Office Manager/ Paraplanner. On offer will be a competitive salary and benefits package along with the chance to work with a friendly and supportive team.This will be an incredibly varied role looking after a relatively small team of administrators and paraplanners.Key duties will be as follows:

  • Along with assisting with research and report writing to facilitate a thorough paraplanning process, you will oversee workflow of the wider team and act as technical referral point for any less experienced team members.
  • You will be happy to roll up your sleeves and assist in obtaining valuations and creating fund analysis reports prior to client meetings, long with new business illustrations during busy periods.
  • You will work collaboratively with the compliance team and highlight any areas for improvement in relation to administration processes as well as suitability report creation.
  • You will have regular meetings with team members and help them with any developmental needs they have.
  • You will attend management meetings and represent your team.
    • Experience requiredTo be considered for this role you will ideally have undertaken a similar post in the past within an IFA practice, overseeing a team of support staff preferably.Knowledge of the following systems would be advantageous: Intelligent office, O&M profiler, Synaptics, Iress exchange, F E Analytics as well as a variety of provider platforms.You will have a good understanding of the financial planning process, regulations and products, along with their practical application.To find out more or to apply:Please send your CV to jenny @tempestjones . comNB: The top end of the salary banding would be for a highly qualified candidate with extensive experience in this role.

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