Intelliflo Office Administrator/Paraplanner

14 hours ago


Bangor, Gwynedd, United Kingdom MLR Careers Full time

About the Role

We are seeking a highly skilled Paraplanning and Administration professional to support our team in delivering exceptional financial planning services. This is an exciting opportunity for a motivated individual looking to develop their career in paraplanning.

Key Responsibilities

  • Processing new business applications and income withdrawals
  • Maintaining client records on Intelliflo Office
  • Responding to client enquiries and resolving issues professionally
  • Requesting plan information from product providers and sending letters of authority
  • Preparing suitability reports for new business cases and post-annual review reports

About Us

Our client is a well-established financial planning firm with a reputation for excellence. We pride ourselves on providing tailored financial planning advice to individuals and businesses, helping them achieve their goals and secure their financial futures.

What We Offer

We offer a competitive salary, flexible working arrangements, and ongoing training and development opportunities. Our team is passionate about delivering exceptional results and making a positive impact on our clients' lives.

Salary: £40,000 - £50,000 per annum (dependent on experience)

Skills and Qualifications: Financial Planning, Intelliflo Office, Paraplanning, Administration, Investments, Pensions, IHT


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