IFA Administrator & Trainee Paraplanner

IFA Administrator & Trainee Paraplanner

Altrincham

Up to £30,000

A new and exciting opportunity is available with one of our Clients in the Altrincham area, a small, professional and expanding firm of Independent Financial Advisers. Providing financial planning advice for successful business owners, professionals, High Net-Worth individuals and their associated businesses, our Client has grown since 1998 to become one of the most trusted advisers in the area.

Key Responsibilities:

• Attend client meetings alongside the Financial Planners, create meeting minutes which accurately reflect the information gathered to fully document a client’s financial needs and objectives.
• Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings.
• Carry out research and analyse products and services that are appropriate to each client’s financial circumstances then discussing appropriate solutions with the Wealth Strategist.
• Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Wealth Strategist.
• Complete reviews of clients’ portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.
• Effectively use research and planning systems such as FE Analytics, Cashcalc and wrap platforms such as Elevate, Transact & Abdrn Wrap
• Be responsible for ensuring that recommendations are fully implemented in a timely manner.
• Maintain up-to-date knowledge of the industry, compliance, and regulatory developments.
• Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the business.

Essentials:

• Dynamic, confident and determined
• Committed to putting the Client first
• Highly organised, methodical, and disciplined, your inbox never gets full.
• Able to work to tight deadlines
• Updating and reprioritising your to-do list daily.
• Able to create and use Excel spreadsheets including formulae.
• Able to follow instructions and work within defined business processes.
• Able to follow systems for making sure that records are always up to date and transactions correct.
• An excellent communicator with a high level of customer service
• Be able to work on your own as well as be a great team player
• Able to use Microsoft Office
• Open to learning
• Prepared or already studying towards Level 4 Diploma in Regulated Financial Planning
• Able to use back-office systems, ideally Intelligent Office, Selecta Pension, FE Analytics and Iress

If this is a role you are interested in, then apply online or for further information speak to one of our specialist consultants quoting Reference NJR15727

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