Ifa Technical Administrator

3 weeks ago


Fareham, United Kingdom Financial Careers Ltd Full time

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, face-to-face, and in writing

**About you**:

- High level of analytical capability and good communication skills
- Previous experience within a fast-paced 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 can-do 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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