Senior Ifa Administrator - Alcester, United Kingdom - mbf.

mbf.
mbf.
Verified Company
Alcester, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Senior IFA Administrator / Trainee Paraplanner - Alcester - Salary to £30K plus Benefits


An established and highly-respected National firm of IFA's now requires a Senior Administrator/ Paraplanner to join the existing team in Alcester.

The company has offices across the UK and is also well-established in the area, with a healthy client base,most of whom have been with the business for generations.


The role:

  • This role is key within the financial planning/advisor team. The right individual will have at least 3 years experience of working within an IFA, either paraplanning or coming from a Senior Sales support background. We are looking for somebody who is highlyorganised and a skilled Administrator, ideally with some previous Report Writing experience.
  • Our client is whole of market and directly authorised, a true IFA. You will be working mostly with pensions and investments for high net worth individuals
  • You will be required to complete compliant suitability reports for the Director and another Financial Planner. On occasions you will also research the most suitable products for clients on behalf of the financial advisor. Training and support will be givingin these areas. Other responsibilities include Administration support, contacting Providers, answering client queries, diary management, meeting preparation etc.
  • You'll be be provided with training in areas which you may not have experience.
  • Furthermore, all support for qualifications will be given, ideally you will already have passed some Diploma papers but it is not essential.
  • Working under pressure and within tight deadlines is an absolute must within this role.

On offer:

  • This is a first class opportunity to work within a premier wealth manager, one where you will be able to showcase your skill sets and be an important part of the team.
  • A salary of between £25K to £30K is on offer, negotiable depending on the level of experience
  • Company benefits include 25 days holiday (plus BH), Pension, Life Assurance, Eyecare, holiday purchase scheme & exam support.
  • The team is mainly office based but the company do offer the flexibility to work from home 1 day per week
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