Junior Paraplanner or Ifa Administrator

3 weeks ago


Reading, United Kingdom Financial Divisions Full time

**Excellent Benefits + Study Package, partial remote (2-3 days WFH if required)**

**The Opportunity**

This opportunity exists within our client, a leading, long established and highly respected wealth management firm with a new division based in Reading, Berkshire. They are looking for an experienced IFA Administrator with a couple of RO exams who is readyto take the step into Paraplanning, or alternatively a junior Paraplanner who is currently studying and looking for a supportive environment to grow into a diploma qualified paraplanner role in the near future. You must have previous experience of workingfor an IFA or Wealth Management Practice.

**The Role**

As an IFA Administrator / Junior Paraplanner, duties will include (but not be limited to):

- Assisting with the preparation of outstanding financial advice on investments, pension planning,
- inheritance tax and estate planning, in an efficient manner
- Supporting the advisory teams to execute client relationship strategy
- Supporting the Client Relationship Manager and Senior Financial Planners/Financial Planners, to
- maintain strong relationships with clients, driving engagement and positive client outcomes
- Always ensuring that the work undertaken complies with the regulatory and legal environment

**About you**

To be considered for this role you will ideally possess a number of the following:

- UK Resident
- At least 5 good GCSE passes, including maths, or equivalent qualification
- A minimum of 12 months financial services experience - preferably in wealth management or within an IFA Practice
- A genuine interest in financial markets/personal financial planning
- An interest in studying for the Diploma in financial services
- Good organisational skills
- Excellent communicative and interpersonal skills
- A positive and engaged attitude with a willingness to learn and develop skills
- The ability to work effectively as a member of a team
- The ability to work under pressure and to tight deadlines

**In summary**

This is a fantastic opportunity for a talented, professional IFA administrator or junior Paraplanner to join a leading organisation and fully develop their career potential. My client can offer career progression, excellent benefits and generous bonusesand most importantly a long term career path.

If this is opportunity is of interest, please contact Ryan Wootten


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