Paraplanner / IFA Administrator

☞ SQUARE PEG ASSOCIATES LIMITED

View: 108

Update day: 11-06-2024

Location: Blackburn North West

Category: Finance / Bank / Stock Sales

Industry: Staffing Recruiting Financial Services Accounting

Position: Entry level

Job type: Full-time

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Job content

Due to continued expansion, our prestigious financial services practice is looking for an experienced Paraplanner / IFA Administrator to join the organisation and assist in dealing with increasing levels of demand.

Duties Will Include
  • Ensure all suitability reports are completed and fully compliant
  • Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client’s needs
  • Prepare suitability letters in accordance with the agreed recommendations
  • Ensure all incoming client communications are handled promptly
  • Preparing asset allocation reports and files for meetings as well as recommendation reports
  • Occasional attendance at client meetings, where detailed analysis has been prepared
  • Act as main point of contact and deal effectively with queries from clients and other parties through effective communication

Skills And Experience Required
  • Certificate in Financial Planning is desirable
  • Paraplanning / IFA Admin experience is essential
  • Good communication skills, both written and verbal, and an excellent telephone manner
  • Strong IT skills including the use of Excel spreadsheets
Please apply now for immediate consideration or contact Kim Taylor at Square Peg Associates to discuss the role further.
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Deadline: 26-07-2024

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