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Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full time{"title":"IFA Administrator Role","subtitle":"Supporting Chartered Financial Planners","content":"This role provides an opportunity to join a quality, Chartered Financial Planning firm in North Somerset.You will be part of the head office support staff team, working alongside Paraplanners and IFA Administrators who provide quality support to their team of...
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Assistant Paraplanner
2 months ago
Have you got career goals of becoming a Paraplanner?
Recruit UK is seeking a proactive and detail-oriented individual to be an Assistant Paraplanner to support a leading UK Wealth Management firms Advisers and clients in navigating the life cycle of financial planning. As a vital part of the team, you will engage in data collection, product research, and the preparation of client information , ensuring a smooth advice-giving process.
Your Role:
- Manage existing policy information, including issuing letters of authority and obtaining policy details.
- Create new business illustrations.
- Assist in preparing analyses and comparisons for Paraplanners and Advisers using financial planning tools.
- Coordinate necessary application forms and paperwork.
- Maintain accurate data records on company systems.
Ideal experience:
- Progression towards a Regulated Diploma in Financial Planning (CII).
- A good understanding of the Financial Planning process.
- The ability to work independently, prioritise tasks, and demonstrate a proactive attitude.
- Excellent communication skills, both verbal and written.
Benefits:
- Enjoy 25 days of holiday (plus bank holidays) with an option to purchase more.
- Benefit from a flexible Hybrid WFH/Office arrangement, with equipment provided.
- Life Assurance (x4 salary), generous company pension (10% contribution), Private Health Insurance.
- Employee Wellbeing Assistance Programme, Season Ticket Loan, Share Incentive Scheme, Access to Financial Advice, and a Discretionary Bonus.
If you have experience in financial services and are eager to advance toward becoming a Paraplanner, or eventually a Financial Adviser, apply today to join a thriving firm that can support your career goals.
REF: 9133
