Paraplanner/ifa Administrator

1 month ago


Leicester, United Kingdom Heat Recruitment Full time

We are looking for someone that has experience working in an IFA environment to provide a first class administration and Paraplanning support service to Financial Services Consultants, where you will be meeting and exceeding the expectations of the clients.

**Responsibilities**:

- Producing suitability reports for new business and writing client review letters
- Investment and product research
- Putting together client review packs
- Processing new business
- Investment switches/withdrawals/top ups etc

What's on offer?
- Discretionary bonus
- Pension scheme
- DIS
- 25 days holiday plus bank holidays

**Requirements**:

- You must have previous experience in a financial services administration environment; some supervisory experience would be an advantage but is not essential
- Adviser office competency highly beneficial
- Familiarity with Standard Life, Funds Network, Scottish Widows, Old Mutual providers is important

Synonyms: IFA Admin
*Client Services Administrator, Sales Support, Financial Planning Assistant, Paraplanner, Paraplanning, Client Support, IFA Administrator, Wealth Support, Advisor Support, Adviser, IFA, Financial Planner
- If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refera friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career_



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