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SalaryIFA Paraplanner
Our Colchester client in the Financial Planning sector is seeking a IFA Paraplanner to join the team as soon as possible on permanent basis with a salary of £27,000 - £50,000 on offer.
What does the role entail?
Working as a IFA Paraplanner your main job roles will include:
- To write suitability reports for clients of the firm's IFAs. Reports are often of a technical nature.
- To conduct whole of market research via Adviser Office/Intelliflo, FE Analytics, Synaptic Comparator, O&M Pension Profiler, Assureweb etc.
- Administrative Duties as and when required - Application Forms, Illustrations, covers letters etc
- Peer Checks
- Platform work - wizards, setting clients up and arranging payments
- Ensuring clients are correctly invested every time.
What skills will you have?
The ideal candidate for this IFA Paraplanner position will have:
- Minimum Level 4 qualified and ideally en-route to Chartered status. trainees will be willing to work towards Level 4 qualifications.
- Must have at least two years previous experience of working in a paraplanning role (2 years IFA/finance experience for trainee role).
- Must have excellent customer-care skills.
- Will need a sound knowledge of Microsoft Office applications and preferably knowledge of Adviser Office and/or Intelliflo, The Exchange, and insurance company online applications.
- Must have an excellent command of English and Maths.
- Must be able to work under own initiative, and to undertake a variety of tasks by prioritising work effectively
What is on offer?
This permanent position as an IFA Paraplanner is the opportunity to join a supportive but hardworking team. The salary on offer is £27,000 - £50,000 per annum.
How to apply?
To be considered for this IFA Paraplanner position please click apply now.
