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- Tasks: Manage cases from paraplanning to business submission in a supportive environment.
- Company: Reputable Independent Financial Advice firm with over 35 years of experience.
- Benefits: Salary growth, internal progression, and a focused team culture.
- Why this job: Take ownership of technical case management and make a real impact.
- Qualifications: Experience in IFA administration or paraplanning and strong report writing skills.
- Other info: Office-based role with flexible working hours and excellent career development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced IFA Administrator or Paraplanner looking for a more autonomous role? Do you enjoy managing cases from paraplanning through to business submission? Would you like to work closely with an MD in a focused, supportive and long established financial planning firm?
Our client is a reputable Independent Financial Advice firm with over 35 years of experience supporting clients across pensions, investments and wider financial planning. Due to business growth, they are looking for a Senior IFA Administrator or Paraplanner to join their team and take ownership of technical case management and client support. In this role, you will work in a full 360 capacity, handling everything from paraplanning tasks through to business submission. You will liaise directly with the MD and their clients, manage your own workload, and ensure cases progress efficiently and accurately.
Main Responsibilities:
- Handle full case management from paraplanning through to business submission
- Produce detailed suitability reports once trained on internal systems
- Liaise directly with the MD and provide high quality client communication throughout
- Manage client queries, valuations and documentation in a timely and organised manner
- Complete CGT calculations, chargeable event gains and tax planning tasks (tools provided)
- Maintain accurate records within Intelligent Office
- Prioritise tasks independently and ensure cases are progressed efficiently
- Support wider technical and administrative tasks as required
- Follow internal processes to ensure compliance and accuracy on all client work
Skills and Experience:
- Previous experience in IFA administration, paraplanning or a technical support role
- Strong report writing experience is essential
- Good understanding of CGT, chargeable events and tax planning
- Confident communicator with the ability to liaise professionally with clients and the MD
- Robust, focused and able to manage your own workload without close supervision
- Excellent attention to detail and strong organisational skills
- Competent user of Microsoft Word, Excel and Outlook
- Familiarity with Intelligent Office is desirable though not essential
Additional Information:
- Office based, Monday to Friday, 9am to 5pm with a 1 hour lunch break
- Salary growth and internal progression based on performance and contribution
- Not suitable for someone looking to progress into advising within the next 4 years
- Supportive and focused team culture
If you would like to apply for this opportunity, please submit an up to date CV including details about your current or most recent salary and your availability or notice period.
Senior IFA Administrator/Paraplanner employer: Plus One Recruitment
Contact Detail:
Plus One Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator/Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry. Let them know you're on the lookout for a Senior IFA Administrator or Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of CGT, chargeable events, and tax planning. Be ready to discuss how you can manage cases from paraplanning to business submission with ease. Show them you’re the one they need!
✨Tip Number 3
Don’t forget to follow up! After an interview, shoot a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Make sure your CV is up to date and highlights your experience in IFA administration and paraplanning. Let’s get you that dream job!
We think you need these skills to ace Senior IFA Administrator/Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in IFA administration or paraplanning, and don’t forget to showcase your report writing skills!
Showcase Your Communication Skills: Since you'll be liaising directly with the MD and clients, it’s crucial to demonstrate your communication prowess. Use clear and professional language in your application to show us you can handle client interactions smoothly.
Be Organised: We love a candidate who can manage their workload efficiently! In your application, mention any tools or methods you use to stay organised and prioritise tasks, especially in a busy environment.
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It helps us keep everything in one place and makes it easier for you to track your application status!
How to prepare for a job interview at Plus One Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of IFA administration and paraplanning. Be ready to discuss your experience with case management, report writing, and tax planning. The more you can demonstrate your expertise, the better!
✨Showcase Your Communication Skills
Since you'll be liaising directly with the MD and clients, practice articulating your thoughts clearly and professionally. Prepare examples of how you've effectively communicated in previous roles, especially when managing client queries or producing reports.
✨Demonstrate Independence
This role requires a self-starter who can manage their own workload. Think of instances where you've successfully prioritised tasks and worked autonomously. Be ready to share these experiences to show you're the right fit for this autonomous position.
✨Familiarise Yourself with Intelligent Office
While familiarity with Intelligent Office isn't essential, it’s a good idea to learn the basics if you can. Mentioning that you’ve taken the initiative to understand the software will impress your interviewers and show your commitment to the role.
