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IFA Administrator / Trainee Paraplanner

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Salary

£26,000.00 - £30,000.00

Location

Altrincham

Job Type

Job Role: IFA Administrator/Trainee Paraplanner – Pension & Investment Team


Location: Altrincham


Salary: £26,000.00 – £30,000.00 per year (subject to experience)


Full-Time: Monday to Friday, 9:00 AM – 5:00 (Office Based Role)


Reference Number: 9534


About the Company:
My client is a leading Wealth Management firm based in the heart of Altrincham, and the opportunity has arisen to recruit a dedicated and experienced Senior IFA Administrator to join a growing Pension & Investment Team.


The Role:
This is an exciting opportunity for a Senior IFA Administrator to play a key role in supporting our clients and team. You will manage your own workload, handling tasks delegated by the Team Manager, and working closely with clients and colleagues in a professional, detail-oriented manner.

 

This is a technical administrative role, suitable to both aspiring paraplanners and career administrators with the required skills & experience.


Key Responsibilities:

  • Processing and submitting new business in line with the new business workflow
  • Submitting Letters of Authority and gathering all necessary plan details for research and analysis
  • Greeting and assisting clients, and responding to incoming enquiries
  • Rebalancing client portfolios, including buying and selling
  • Accurately processing client withdrawals and contributions, ensuring completion
  • Preparing client packs for Annual Review meetings, and completing post-meeting tasks
  • Writing basic Suitability Reports
  • Conducting research for new business cases, primarily focusing on fund and cost analysis


What you need:

  • A minimum of two years’ experience in a similar IFA administration role
  • High attention to detail and the ability to manage your own workload independently
  • Ideally working towards or already holding R0 qualifications (we support staff development with bonuses for exam success)
  • Previous experience with the following platforms would be advantageous:
    • Intelliflo
    • A J Bell
    • Transact
    • Royal London
    • Canada Life International
    • FE Analytics


Employee Benefits:

  • Starting salary of Up to £30,000 (Dependent on experience)
  • 24 days holiday
  • Company pension scheme
  • Income protection (75% of salary, payable after a 13-week deferred period)
  • Group life cover (4x salary)
  • Team bonus
  • Exam Support – Bonus for every exam passed.
  • You will be part of a supportive, professional environment with opportunities for career development.


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Altrincham on a Senior IFA Administrator role.


Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.
Apply Now

Sean Devereux

Senior Recruitment Consultant

[email protected]

07376 863 762

Connect with me on LinkedIn
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Personal data is defined by the General Data Protection Regulation (EU Regulation 2016/679) (the “GDPR”) as ‘any information relating to an identifiable person who can be directly or indirectly identified in particular by reference to an identifier’. Personal data is, in simpler terms, any information about you that enables you to be identified. Personal data covers obvious information such as your name and contact details, but it also covers less obvious information such as identification numbers, electronic location data, and other online identifiers.

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Contact us at [email protected]
Alternatively, you can contact us by writing to us at:
GDPR Compliance Officer
Recruit UK Limited
1 Victoria Street,
Redcliffe,
Bristol,
BS1 6AA

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contact us at [email protected]
Alternatively, you can contact us by writing to us at:
GDPR Compliance Officer
Recruit UK Limited
1 Victoria Street,
Redcliffe,
Bristol,
BS1 6AA

Escalated Complaints
If you remain unhappy with the handling of your data, you can complain to the ICO.
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

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Our Commitments

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Achieve your career goals

Once you have the knowledge, soft skills, practical skills, and qualifications needed for pursuing a career in Financial Planning, we will provide you with guidance toward a suitable path to follow to achieve your career goals.
 
You can confidently apply for job opportunities with a high-quality CV knowing exactly where you sit within the market with inside intel about salary expectations, buzzwords for specific leading firms and referrals from experts you will meet along the way. You will also have the opportunity to utilize the Financial Planner Life recruitment services, giving you further specialized advice and putting you forward for roles which align with your intrinsic values and career goals.
 
Don’t put it on hold, join the community today and discover your potential.
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Discover your path.

We understand that there isn’t a one size fits all approach to a career in financial planning, which is why we are here to make sure that you’re taking the right route into the profession.
 
We’ve calmed the process down so you can stay within your current company, start studying towards your qualifications and begin to get a real understanding of what the landscape of financial planning looks like in respect of your career.
 
Whether you have aspirations of being an employed adviser, running your own business or doing a more back-office focused role such as compliance, we can help guide and support you down the right path, matching your experience, your network and your intrinsic values.

Uncover your potential.

It starts with taking your qualifications and what we do within the community is support you to pass your qualifications first time. The Financial Planner Life community is all about supporting people’s different learning styles and taking into consideration life’s commitments such as finances, family and existing employment.
 
We believe in offering a personalised learning experience, which is why our program includes study support for industry-recognised exams. Our aim is to ensure that you are well-prepared to pass exams such as the CII-regulated diploma in financial advice, the CII Certificate in Mortgage Advice and the CII Certificate in Paraplanning.
 
Train to become a financial planner with the use of online resources, networking within the community with well-established professionals as well as frequent webinars and Q&As with Sam Oakes and industry-leading professional guests.
 
[Download the full academy prospectus here]

Connect with the Community

Welcome to the Financial Planner Life Academy where well-being, honesty and transparency are at the heart of what we do.
 
We’re here to support you on your journey into a career within the financial planning profession. Whether that’s administration, paraplanning, financial advice or even mortgage advice. Our expert trainers and community will support and educate you and train you to A, pass your qualifications and B, make the right decision about your first employment in the financial planning profession.
 
It could be going down the route of being restricted, or becoming an IFA, you may even have aspirations of running your own business! But what does that look like?
 
We understand that from the outside looking in, it can be daunting to find the correct route into the profession to become a financial planner. The Financial Planner Life Academy is completely independent, allowing you to connect with hundreds of financial planning professionals with different backgrounds, at all levels of experience.
 
You will learn all about the different options you can take, mentored by a diverse mix of professionals so you are equipped with the essential toolkit to be able to make an informed decision about your career path within financial planning.

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