Home
London
Financial planner
TECHNICAL IFA ADMINISTRATOR / JNR PARAPLANNER - London - Hybrid - to c £38/40k, top benefits package

TECHNICAL IFA ADMINISTRATOR / JNR PARAPLANNER - London - Hybrid - to c £38/40k, top benefits package

Financial Divisions

Posted 15 hours ago, valid for 3 days

London, Greater London EC1R 0WX

£44,000 - £55,000 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The position is for a Technical IFA Administrator/Junior Paraplanner at a respected independent Financial Advisory Firm.
The role offers a career progression path towards becoming a Paraplanner, with responsibilities including cashflow planning and handling complex client queries.
Candidates should have approximately 3 years of experience in IFA Administration with high-net-worth (HNW) clients and familiarity with Voyant and IO.
The firm provides an excellent Paraplanning training program and supports candidates working towards the CII Diploma.
The salary for this position is competitive, reflecting the candidate's experience and qualifications.

TECHNICAL IFA ADMINISTRATOR / JNR PARAPLANNER ( career progressive role)

My Client is a highly respected award-winning independent Financial Advisory Firm who are offering this incredible opportunity to a progressive and dynamic IFA Administrator to join this established and successful team and develop further towards Paraplanning. This is a thriving successful business where you will feel very much included from your first day and totally valued for your hard work and commitment.

Opportunity Highlights

** New opening within a Client facing team as Junior Paraplanner/Technical Administrator

** Full progression to Paraplanner

** Provide support in delivering holistic planning, technical support to a growing HNW client portfolio.

** Cashflow planning, Trades & Portfolio rebalancing, Deal with complex technical Client queries, assist producing suitability letters, obtain illustrations, prepare and attend Client meetings

** Working towards CII Diploma with 2 to 3 RO exams achieved or more.

** Firm offers excellent Paraplanning training programme.

** Develop further your technical understanding.

** c 3 years IFA Admin with HNW experience required

** Experience of Voyant and IO

If you are interested in joining this team, please contact Camilla Howden at Financial Divisions

Apply now in a few quick clicks

TECHNICAL IFA ADMINISTRATOR / JNR PARAPLANNER - London - Hybrid - to c £38/40k, top benefits package

Financial Planner

Financial Planner

Trainee Financial Planner