Job Openings Administrator or Trainee Paraplanner (Wealth Management)

About the job Administrator or Trainee Paraplanner (Wealth Management)

My client is a small boutique IFA working from fantastic offices in a countryside location.

This is a unique opportunity for an enthusiastic individual who may be keen to progress in financial services and take advantage of the generous study support and in-house training to progress to paraplanning or a good all-around administrator.

Responsibilities involve:

  • Performing all administration, including the more complex tasks for the administration of client portfolio and updating client data on the Intelliflo Office system
  • Assisting paraplanners and advisers in the preparation of suitability reports and consolidation of pensions
  • Dealing with benefit statements and life assurance, ensuring that work is completed in line with customer and legislation requirements
  • Alerting advisers of client reviews and performing complex manual benefits calculations and automated systems calculations

This is a full-time office-based role due to the nature of the business and responsibilities.

An excellent benefits package is on offer.