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Senior IFA Administrator/Paraplanner

Heat Recruitment
Posted 2 days ago, valid for 7 days
Location

Tamworth, Staffordshire B78 3JG, England

Contract type

Full Time

Retirement Plan

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

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  • The company is seeking a Senior IFA Administrator/Paraplanner in Tamworth, offering a salary of up to £32,000.
  • The ideal candidate should have previous experience within a fast-paced financial planning practice and a proactive attitude.
  • Qualifications towards the Level 4 Diploma and experience with Financial Advice platforms are desirable.
  • Flexible working arrangements are available, with options for part-time hours and remote work.
  • The role includes benefits such as 25 days of holiday, company sick pay, and opportunities for progression into Paraplanning.

Senior IFA Administrator/Paraplanner - Tamworth - up to £32,000At this company, smooth processes and systems are the keys to their success. They would like to welcome a Senior IFA Administrator with excellent organisation skills to join their thriving company. The ideal candidate has a natural ability to be flexible to handle anything that might come their way. You’ll be a strong and reliable support to company operations, maintaining and creating company systems, communication, and processing new business. Not only will your effects allow them to achieve organisational efficiency, you will nurture the pleasant work environment their people love.

BENEFITS

  • Flexible Working - Ideally a full-time position but the company can adapt around your needs, i.e standard 35 hour working week but can adapt to between 28-35 hours (salary would be pro-rata) and flexibility on start and finish times
  • 25 days holiday + bank holidays
  • Company Sick Pay
  • Workplace pension scheme
  • Company is able to adapt to partial remote working
  • Progression into Paraplanning in the future

WHAT’S NEEDED TO BE CONSIDERED?

  • Any qualifications towards the Level 4 Diploma are desirable
  • Previous experience using Financial Advice platforms and software is desirable
  • Previous experience within a fast-paced financial planning practice
  • FCA understanding of regulations and products, and their practical application
  • Effective communication, both written and verbal
  • Have a professional, proactive and positive attitude

WHAT'S NEXT?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career!

Apply now in a few quick clicks

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.