Paraplanner - Warwick

3 days ago

Warwick, United Kingdom Focus Search and Selection Full time

**Paraplanner**

**Purpose of Role**:
To provide administrative and financial planning support for the IFA’s

**Skills and Knowledge**:

- Strong administration and communication skills.
- Excellent report writing skills.
- Detailed knowledge of FCA and Firms procedures and record keeping requirements
- Attained minimum one Diploma level qualification and working towards attaining full Diploma qualification
- High level of attention to detail.
- Excellent time management skills.
- Ability to manage your own workload.
- Flexible and positive attitude.
- Strong IT skills.
- Be able to work on your own or as part of a team.

**Responsibilities**:

- Assessing 'Know Your Client’ information and client objectives with the IFA
- Request all necessary information and undertake sufficient research for the IFA to be able to make a suitable recommendation
- Liaise with adviser, product providers and other third parties to ensure the smooth processing of new business
- Prepare draft Suitability Letters for sign off by the IFA
- To accurately maintain client personal details and policy information on the firms back-office system (Intelliflo)
- Understand and comply at all times with the Compliance and Training and Competence Procedures of the firm
- Understand and comply at all times with the requirements of the Financial Services and Markets Act 2000, FCA Principles and the Code of Practice for Approved Persons
- Attain and maintain competent status as defined by the firm
- Maintain performance standards in accordance with those outlined in the Key Performance Indicators section of the Training and Competence procedures
- Via self-assessment and feedback identify Continuing Professional Development (CPD) needs to maintain and enhance Competent status and undertake appropriate activity to meet those needs.

All or some of these will be relevant depending on the specific role being undertaken and this will be confirmed and documented on the individuals file together with any additional responsibilities that have been agreed.

  • Junior Paraplanner

    5 days ago

    Warwick, United Kingdom NJR Recruitment Full time

    ** Junior Paraplanner **Warwick **£28,000-£32,000 Our client are a very well established Wealth Management practice who provides corporate and private client wealth management advice to Private Clients, Business Owners, Trustees and Sports professionals and now have an outstanding opportunity for a juniorParaplanner to join their growing organisation...

  • Trainee Ifa Administrator

    1 day ago

    Warwick, United Kingdom NJR Recruitment Full time

    Trainee IFA Administrator Warwick Salary up to £24,000 £3,000 Pay Rise once you have achieved Level 4 Diploma Status 3 Days working from home is available Hybrid working is available (3 Days from home) We are delighted to be recruiting for a very well-established National Firm Independent Financial Planners who have Offices in a number of key locations...

  • IFA Administrator

    1 month ago

    Warwick, United Kingdom Medlock Partners Limited Full time

    IFA AdministratorWarwickSalary up to £30,000(Experience dependant)   Hybrid working 25 Days Holiday, increases based on service Life AssuranceFree ParkingIncome ProtectionSick Pay Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their...

  • Ifa Administrator

    6 months ago

    Warwick, United Kingdom NJR Recruitment Full time

    **IFA ADMINISTRATOR** **LOCATIONS : WARRICK** **SALARY: 25,000 - 30,000** NJR are currently working with a market leading Firm of Independent Financial Planners who have strong name and reputation within the market. Due to a result of their ongoing growth and success they have two excellent openings available for 'Financial Planning Administrators' to...

  • Ifa Administrator

    7 months ago

    Warwick, United Kingdom NJR Recruitment Full time

    IFA ADMINISTRATOR LOCATIONS : WARRICK SALARY: 25,000 - 30,000 NJR are currently working with a market leading Firm of Independent Financial Planners who have strong name and reputation within the market. Due to a result of their ongoing growth and success they have two excellent openings available for 'Financial Planning Administrators' to join their...

  • Financial Planning Administrator

    7 months ago

    Warwick, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Warwick, these are newly created roles to boost additional headcount. The business is a...