Junior Financial Administrator

2 days ago


Belfast, United Kingdom Work Life Wealth Ltd Full time
Join Our Team as an IFA Administrator/Junior Paraplanner
Are you passionate about financial services and looking for a challenging role? Work Life Wealth Ltd is seeking a skilled IFA Administrator/Junior Paraplanner to join our busy Belfast office. As a key member of our team, you will provide administrative support to our Financial Advisers and Client Managers.

About the Job:
The successful candidate will be responsible for providing administrative support to our Financial Advisers and Client Managers. This includes client valuations, client reviews, suitability report writing, provider illustrations, and new business processing across full range of retirement and investment planning. They will also assist with financial modelling, data analysis, and compliance reporting.

Key Responsibilities:
- Provide administrative support to Financial Advisers and Client Managers
- Client valuations, client reviews, suitability report writing, provider illustrations, and new business processing
- Assist with financial modelling, data analysis, and compliance reporting

What We Offer:
Competitive salary of £25K - £30K per annum, depending on qualifications and experience. Additional benefits include flexible working hours, half-day Fridays, hybrid working available after training period, competitive company pension, personal development budget, and private medical insurance.

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