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Senior IFA Administrator/Paraplanner

Location: TELFORD, SHROPSHIRE Salary: 20000 - 30000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 5 days ago Reference: 3101607
My client are a Chartered Firm of Financial Planners who have experienced huge growth since their inception into the market. They also hold the Pension Transfers specialist certificate. As most of their clients are HNW, they are often offered unrivalled advice in the arena of Pensions, Investments, Mortgages & Protection, alongside technical advice concerning DB Pension Transfers.

They are on the look out for an enthusiastic professional who is willing to grow with the business and assist the Directors in all aspects of back office support.


Areas of Responsibility
• Create product illustrations as required
• Research funds to be recommended
• Prepare documentation to be presented to the client by the adviser in the advice process
• Ensure that cases requiring pre-approval are submitted in a timely fashion and confirmation to proceed is obtained
• Ensure that client documentation is signed and dated appropriately
• Scan client file documentation onto the back office system in accordance with guidelines
• Draft suitability reports in accordance with compliance guidelines
• Respond to advice file check requests as required
• Liaise with Business Quality Control Team regarding outstanding documentation
• Update diary system with future tasks /activities to be completed
• Continued Personal Development


Essential

• Ability to work under own initiative and as part of a team
• Excellent understanding of compliance file documentation
• IT literate
• Ability to work under pressure
• Current IFA Experience, having written suitability reports


In return, you will be offered company benefits, including Pension and flexible working hours, with the possibility of working from home one day a week.

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