jobA fantastic opportunity has arisen for an experienced IFA Senior Administrator/Paraplanner to join a well-established Financial Planning Practice which provides a highly personalised financial planning service.
As part of existing team, you will be responsible for providing high quality support to the 3 successful Financial Planners of the business and maintaining relationships with clients.

Ideally, you will have exceptional attention to detail and extensive previous experience working within a similar fast-paced environment.

Additionally, any management experience would be a bonus.

Responsibilities:

Providing high quality administration and analytical support to Financial Planners and clients

  • Managing own workloads
  • Processing all Private Client related new business and servicing queries
  • Liaising and building relationships with other functions to ensure all aspects of development, change and ongoing activities are clearly communicated and absorbed in the company
  • Ensuring all meeting follow-up work is completed within company timescales

Skills:

  • Previous extensive experience in a similar role within an IFA Practice
  • Good attention to detail and organisational skills
  • Confident and competent communication skills, verbal and written
  • Minimum basic knowledge of financial services products-pensions, investments, life insurances etc
  • Any Financial Services qualifications are desired
  • Previous use of Standard Life WRAP, FFN, IRESS Xplan, Voyant and Finemetrica would be useful.

If you would like to apply for this position please send your CV, along with a covering letter, to Tim.Norris@fpgonline.co.uk

 

Subscribe To The Financial Planning Group Newsletter

Subscribe To The Financial Planning Group Newsletter

 

Why not join our mailing list and receive the FPG quarterly newsletter?  We promise not to bombard your inbox!

You have Successfully Subscribed!