At a Glance
- Tasks: Support financial advisers with paraplanning and administrative tasks while conducting regulatory research.
- Company: Established IFA in South Leicestershire with a supportive team environment.
- Benefits: Competitive salary, training opportunities, and potential for career progression.
- Other info: Office-based role with parking available and a focus on teamwork.
- Why this job: Join a dynamic team and expand your knowledge in the financial planning industry.
- Qualifications: Experience in IFA administration or paraplanning; regulatory qualifications are a plus.
The predicted salary is between 28000 - 40000 £ per year.
South Leicestershire – office based, parking available
Salary £28,000 - £40,000 dep on experience
My client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team. We are looking for bright, diligent, and competent individuals, who have existing experience but are also willing to expand their knowledge and learn as they go. Regulatory qualifications are desirable, but not essential for the right candidates, as training will be given where needed along with the opportunity to progress within the business.
Purpose of the role: To provide paraplanning and administrative support for the financial advisers. The roles will ultimately involve the following:
- Carry out regulatory technical research in all areas of financial planning, liaising with product providers and other related parties.
- Preparation/completion of Suitability reports in line with regulatory requirements.
- The review of existing client arrangements, and ability to identify new planning opportunities.
- Awareness of industry, regulatory and legislative changes.
- Maintaining accurate records and support of compliance processes.
- Ability/desire to work within a team essential.
- Strong organisational skills and a keen eye for detail.
- Experience of IO would be an advantage along with knowledge of DB Pension schemes.
Qualifications:
- Strong passes in GCSE or equiv. Maths and English as a minimum.
- LIBF/CII qualifications.
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days.
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Paraplanner - IFA Administrator employer: North Oak Recruitment Ltd
Join a well-established IFA in South Leicestershire, where you will be part of a supportive and collaborative team dedicated to your professional growth. With a focus on training and development, this role offers the chance to enhance your skills while contributing to meaningful financial planning solutions for clients. Enjoy a positive work culture, competitive salary, and the convenience of office-based work with parking available.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work as IFA Administrators or Paraplanners. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss regulatory requirements and suitability reports confidently. We want you to shine when it comes to demonstrating your expertise!
✨Tip Number 3
Show your enthusiasm for learning! Highlight your willingness to expand your knowledge and adapt to new challenges during interviews. Employers love candidates who are eager to grow within the business.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we aim to respond to all applications within 10 days, so you won’t be left hanging for long.
We think you need these skills to ace Paraplanner - IFA Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience and skills that match the job description. We want to see how you can bring value to our team!
Showcase Your Skills:Don’t just list your qualifications; show us how you've used them in real situations. Whether it’s regulatory research or preparing suitability reports, give us examples that demonstrate your competence.
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate a well-structured application that makes it easy for us to see why you’re a great fit for the role.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at North Oak Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and regulatory requirements. Familiarise yourself with the latest industry trends and any recent changes in legislation. This will not only show your commitment but also help you answer questions confidently.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your paraplanning and administrative skills. Think about situations where you successfully completed suitability reports or identified new planning opportunities. This will demonstrate your capability and readiness for the role.
✨Ask Smart Questions
Interviews are a two-way street, so come prepared with insightful questions about the company and the team. Inquire about their approach to training and development, especially since they mentioned opportunities for growth. This shows you're genuinely interested in the position and eager to learn.
✨Be Organised and Detail-Oriented
Since the role requires strong organisational skills and attention to detail, make sure to present yourself in a tidy and professional manner. Bring multiple copies of your CV, a notepad, and a pen. This will reflect your ability to maintain accurate records and support compliance processes.
