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: Competitive salary, training opportunities, and potential 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.
South Leicestershire office based, parking available.
Salary £28,000 - £40,000 depending 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 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 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.
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. Since you'll be dealing with regulatory requirements and financial planning, make sure you can discuss these topics confidently. We recommend practising common interview questions related to paraplanning.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects. This will demonstrate your ability to handle the administrative side of the role effectively.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner - IFA Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight any relevant qualifications or experience in financial planning, as well as your organisational skills and attention to detail.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for our team. Share your passion for financial advising and how you can contribute to our success. Don’t forget to mention your willingness to learn and grow!
Showcase Your Experience:If you've got experience with regulatory technical research or preparing suitability reports, make sure to include that! We love candidates who can demonstrate their knowledge of the industry and compliance processes.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our team!
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 technical 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 practical experience and problem-solving abilities.
✨Ask Smart Questions
Interviews are a two-way street, so come prepared with insightful questions about the company and the role. Inquire about their approach to training and development, or how they stay updated with regulatory changes. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
✨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. During the interview, take notes to show you’re engaged and ready to follow up on important points.
