Paraplanner - IFA Administrator South Leicestershire (ref AL1414)
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 inGCSE 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. 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.
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Paraplanner - IFA Administrator in London employer: North Oak Recruitment
As an Investment Administrator at our Leicester office, you will join a company that has prioritised client satisfaction for over 40 years, fostering a culture of excellence and collaboration. With a competitive salary of up to £33,000 and a hybrid working option, we offer exceptional benefits and ample opportunities for professional growth, making it an ideal environment for those seeking a rewarding career in investment client servicing.
