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Senior Ifa Administrator / Paraplanner

Location: SOUTHAMPTON, HAMPSHIRE, UNITED KINGDOM Salary: 25,000.00-35,000.00 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 1 month ago Reference: X3-221314

Wealth Management Practice who have been helping clients amass and protect their wealth for over 20 years with 30+million under management are looking to recruit!

My client is seeking a experienced Senior IFA Administrator/ Paraplanner. You will be working very closely with the practices financial advisers to provide a excellent administrative & report writing function to clients.

Ideal candidates will have worked within a IFA or Wealth Management practice and have a excellent understanding of Investments. Ideally you will have your CII diploma within financial planning, or are certainly well on your way to achieving.

Progression opportunities on offer within the business within both Advising.

Salary up to £35,000+ benefits such as free onsite parking, pension, ability to work from home, flexible working hours and a discretionary bonus.

Day to day…

Processing new business 

Suitability report writing 

Preparation of compliance documentation

Updating back office systems

General client services administration

Monthly Valuations

Meeting and greeting clients and making notes in meetings where required

Fact Finds

Risk Profiling

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