IFA Paraplanner
other jobs Antony James Recruitment Ltd
Added before 54 Days
- England,East of England,Essex,Colchester
- full-time
- £27,000 - £50,000 per annum
Job Description:
Our Colchester client in the Financial Planning sector is seeking an 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 an 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.
What does the role entail?
Working as an 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.
Job number 1499639
metapel
Company Details:
Antony James Recruitment Ltd
Company size: 20–49 employees
Industry: Recruitment Consultancy
With a combined experience of more than 30 years, Antony James Recruitment is a boutique agency, adept at providing innovative, creative and flexible ...