2 jobs found

An opportunity has arisen for a Senior IFA Administrator to join a well-established company providing independent financial planning, pension advice, and wealth management services to private clients. As a Senior IFA Administrator , you will provide senior-level administrative and paraplanning support to Financial Advisers, ensuring accuracy, efficiency and regulatory compliance. This full-time permanent role offers a salary range of £36,000 - £42,000 and benefits. You will be responsible for: Acting as a key support to Financial Advisers and Paraplanners to maintain high standards of client service Serving as a point of contact for clients, handling queries professionally and proactively Maintaining and updating back-office systems and client records Processing new business, applications, transfers and ongoing servicing requests Preparing meeting documentation, valuations and supporting paperwork Liaising with product providers and third parties to obtain required information Drafting suitability reports across a broad range of advice areas Undertaking technical research, including product and fund analysis Carrying out regular file checks and spot checks on team output What we are looking for: Previously worked as an IFA Administrator, Paraplanner, Financial Administrator, Financial Services Administrator, Financial Planning Administrator, Pension Administrator, or in a similar role Have at least 2-3 years of experience in IFA administration within a financial planning environment, directly supporting Financial Advisers Ideally Diploma Level 4 qualified, or actively working towards this qualification Strong technical knowledge of pensions and investment products Experience using financial platforms to generate illustrations and related documentation Confident user of Microsoft Word, Excel and Outlook Thorough understanding of Intelligent Office or similar back-office systems What s on offer: Competitive salary Company pension scheme Free on-site parking This is an excellent opportunity for an experienced IFA professional seeking a senior position within a supportive and expanding firm. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

JRRL are seeking a senior or team leading Paraplanner with a level 4 financial planning diploma. If you have prior experience in team leadership, the company may opt to fast track you into a Team Leader position otherwise there will be a 12-month plan to transition into the role. Duties for the Paraplanner: Ensure all client reviews and new business workflow is completed to a suitable standard and in a timely manner. Support the Financial Adviser in verifying the compliance and suitability of recommendations. Provide oversight to the Administrator when delegating the implementation of new business. Support the IFA throughout the client journey. Accurately prepare suitability reports and letters to target deadlines. Ensure all client work is compliant and supported with relevant paperwork. Person Specification for the Paraplanner: Essential Level 4 Financial Planning Diploma. Strong understanding of financial products and services. Prior experience of managing/supervising people. Strong analytical skills specifically analysing financial records. Salary: £45,000 - £50,000pa (dependant on the level of experience) Hours: Monday to Friday 9am till 5pm (hybrid pattern) This role is a full-time, permanent position. The salary range reflects the candidate's level of experience. The lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above.