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Senior IFA Administrator / Paraplanner

Heat Recruitment
Job LocationSutton Coldfield
EducationNot Mentioned
Salary£30,000 - £40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Job Title: Senior IFA Administrator / Junior ParaplannerLocation: Sutton Coldfield, UKSalary: Up to £40,000 per annum (Experience and qualifications dependent)Benefits:

  • 25 days of annual leave, in addition to bank holidays, increasing to 30 days after 10 years of service.
  • Employer contribution starting at 3% (after 3 months) and increasing to 5% after 5 years.
  • Death in service benefit at 4 times the salary.
  • Flexible working arrangements, including the option to work from home. During the probation period (6 months), one day a week remote work is allowed, increasing to two days upon completion of probation.
Are you a talented individual with a passion for the financial services industry Do you possess a blend of administrative skills and technical acumen, ready to take on a diverse and challenging role If so, we have an exciting opportunity for you to joinour team as a Senior IFA Administrator / Junior Paraplanner.Responsibilities:
  • Provide comprehensive administrative support to our Independent Financial Advisers (IFAs), assisting with client correspondence, scheduling appointments, and managing client databases.
  • Undertake technical tasks including the preparation of suitability reports, conducting research, and assisting with financial analysis.
  • Collaborate closely with our team to ensure the smooth execution of financial plans and the delivery of exceptional service to our clients.
  • Support junior team members in their professional development, sharing knowledge and best practices to foster growth.
Whats nextIf you are passionate about joining a company with a strong culture and a commitment to employee development, and if you possess the right attitude and technical skills, we encourage you to apply promptly. We look forward to welcoming new members to our growingteam!Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify yourspecific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management, Paraplanner, paraplanning,technical support, report writer, wealth management, financial planningRequired skills
  • 1Financial Planning
  • 1Paraplanning
  • 1Wealth Management
  • 1Independent Financial Advice
  • 1Sales Support

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