At a Glance
- Tasks: Support financial advisers with paraplanning and administrative tasks while conducting regulatory research.
- Company: Established IFA in South Leicestershire with a focus on growth and development.
- Benefits: Salary between £28,000 - £40,000, training provided, and opportunities for career progression.
- Other info: Office-based role with parking available and a supportive team environment.
- 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.
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 equivalent 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. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Paraplanner - IFA Administrator in Leicester employer: North Oak Recruitment
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 competitive salaries and comprehensive training opportunities, this role not only offers the chance to enhance your skills but also to progress within the company. Enjoy a positive work culture that values diligence and attention to detail, all while being conveniently located with available parking.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - IFA Administrator in Leicester
✨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.
We think you need these skills to ace Paraplanner - IFA Administrator in Leicester
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 what we're looking for, like regulatory knowledge and organisational skills. A personalised CV shows us you're genuinely interested!
Showcase Your Skills:In your application, don’t just list your qualifications—show us how you've used them in real situations. Whether it's preparing suitability reports or conducting technical research, give us examples that demonstrate your competence and attention to detail.
Keep It Professional:While we love a friendly tone, remember to keep your application professional. Use clear language and check for any typos or errors. A polished application reflects your diligence and commitment to quality, which is exactly what we value at StudySmarter.
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 get all the updates directly from us. Plus, it’s super easy—just upload your CV and let us know why you’d be a great fit!
How to prepare for a job interview at North Oak Recruitment
✨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 times when you successfully completed suitability reports or identified new planning opportunities. Real-life examples can make a big impact!
✨Ask Smart Questions
Interviews are a two-way street, so come prepared with insightful questions about the company and the role. Ask about their approach to training and development, or how they stay compliant with regulatory changes. This shows you're genuinely interested in the position.
✨Be Organised and Detail-Oriented
Since the role requires strong organisational skills and attention to detail, demonstrate these traits during your interview. Bring a neat folder with copies of your CV, qualifications, and any relevant documents. It’s a small touch that can leave a lasting impression!
