Overview

Location: Hungerford, Berkshire

Salary: Depending on experience

Are you ready to challenge yourself and obtain an opportunity to advance your career and qualifications within Financial Services / Wealth Planning bringing you closer to a lucrative new position? If so, this could be your perfect position.

Our client is currently looking for Technical IFA Administrator / Junior Paraplanner to join their growing team. This role is for someone currently performing a more paraplanning function alongside the admin role and is very technical.

This role requires the ideal candidate to be either part or fully Diploma qualified, or equivalent.

General responsibilities:

  • Preparing for and attending all client meetings wherever possible, taking detailed written notes and following up on any technical points after the meeting.
  • Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others.
  • Producing comprehensive and clear suitability letters for clients
  • Preparing a series of lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes.
  • Constructing and producing a financial plan to address each client’s lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning
  • Carrying out regular reviews of clients’ financial plans, circumstances and objectives
  • Dealing with complex and technical client queries as and when they arise
  • Interpreting new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures.
  • Being willing and able to work to pressing deadlines, sometimes involving a level of time commitment beyond standard working hours.

 

If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.