Ifa Technical Administrator - Fareham, United Kingdom - Financial Careers Ltd

Financial Careers Ltd
Financial Careers Ltd
Verified Company
Fareham, United Kingdom

4 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Our client is a highly successful IFA and is now growing. They are now seeking a bright and experienced Technical Administrator/Paraplanner to join them.

This is a multifaceted office-based role and requires someone with exceptional attention to detail and accuracy. You will receive full training and support and a chance to progress your career in Financial Services.

They invest in their employees to encouragelongevity, loyalty, job security and provide financial support for those that want to take industry qualifications.


The role:


  • Construct appropriate financial planning strategies for clients in conjunction with the advisers
  • Analyse client information and existing investments/policies
  • Preparing calculations e.g. IHT, pension carry forward, tax calculations
  • Research suitable product and tax wrappers
  • Involvement in client meetings alongside advisers
  • Prepare cashflow modelling for clients
  • Write some suitability reports for cases of varying complexity (the majority of report writing is outsourced)
  • Respond to technical client queries relating to trusts, pensions, investments, and tax
  • Build relationships with clients, communicating via phone, facetoface, and in writing

About you:


  • High level of analytical capability and good communication skills
  • Previous experience within a fastpaced IFA Practice
  • Level 4 Diploma qualified or working towards this
  • Demonstrate strong technical knowledge and understanding of all financial products
  • Have strong IT skills; experience with Curo, FE Analytics, and Intelligent Office advantageous
  • Excellent organisational skills with the ability to prioritise effectively and stay focused even when the day gets busy
  • Confident, resilient, and positive by nature with a cando attitude
  • Smart and professional appearance, personable and reliable
  • Enjoy working in an open office and being part of a friendly and open team

Other benefits:


  • 33 days holiday (to include bank holidays)
  • Pension Scheme after 3 months service
  • Life Insurance, & Critical Illness cover as well as Income Protection
  • Exam Support
  • Car parking nearby
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