IFA Paraplanner

IFA Paraplanner

Our Colchester client in the Financial Planning sector is seeking a 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 a 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.