IFA Administrator/Trainee Paraplanner

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.

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