Paraplanner / IFA Administrator
☞ SQUARE PEG ASSOCIATES LIMITED
View: 110
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
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
- 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
Deadline: 26-07-2024
Click to apply for free candidate
Report job
SIMILAR JOBS
-
⏰ 30-06-2024🌏 Manchester, North West
-
⏰ 23-07-2024🌏 Chester, North West
-
⏰ 06-07-2024🌏 Salford, North West
-
💸 £50,000/yr - £50,000/yr⏰ 23-07-2024🌏 Carlisle, North West
-
⏰ 06-07-2024🌏 Burnley, North West
-
⏰ 30-06-2024🌏 Manchester, North West
-
⏰ 19-06-2024🌏 Blackburn, North West
-
⏰ 02-07-2024🌏 Salford, North West
-
⏰ 06-07-2024🌏 Salford, North West
-
⏰ 06-07-2024🌏 Manchester, North West