img
Permanent

Paraplanner - IFA Administrator

Lutterworth
money-bag 28000.00-28000.00 Annual
3129000402
Posted 2 days ago

Paraplanner - IFA AdministratorSouth Leicestershire (ref AL1414) - office based, parking availableSalary £28,000 - £40,000 dep on experienceMy 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 requirementsThe review of existing client arrangements, and ability to identify new planning opportunities.Awareness of industry, regulatory and legislative changesMaintaining accurate records and support of compliance processesAbility/desire to work within a team essentialStrong organisational skills and a keen eye for detailExperience of IO would be an advantage along with knowledge of DB Pension schemesQualificationsStrong passes inGCSE or equiv. Maths and English as a minimumLIBF/C

Other jobs of interest...

Premier Jobs UK Limited
Leamington Spa
money-bag50000.00-50000.00 Annual
Regional Recruitment
Northampton
money-bag28000.00-28000.00 Annual
Regional Recruitment
Northampton3 days ago
money-bag£28000 - £32000/annum
Premier Jobs UK Limited
Coventry3 days ago
money-bag45000.00-45000.00 Annual
Capio Recruitment Financial Planning
Market Harborough5 days ago
money-bag35000.00-35000.00 Annual
Radiant Financial
Market Harborough1 week ago
money-bag35000.00-35000.00 Annual
Radiant Financial
Market Harborough1 week ago
money-bag£35000 - £42000/annum
North Oak Recruitment
Leicester1 week ago
money-bag£40,000
Haydn Fine Recruitment
Leicester1 week ago
money-bag47000.00-47000.00 Annual
Recruit UK
Coventry1 week ago
money-bag30000.00-30000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!