Overview

Salary: Dependable on your experience

Location: Reigate

Are you an IFA Administrator or Junior Paraplanner looking for a fresh challenge within Financial Services?

Our client is looking for a technical assistant/junior paraplanner to join their team and, if desired, work towards becoming a diploma qualified paraplanner assisting in all aspects of research and suitability report writing.

The role would suit someone who enjoys technical aspects as this position would include aspects such as:

  • Preparing complex calculations and research such as Annual & Lifetime Allowance, Carry Forward, Capital Gains Tax and Bond & IHT calculations
  • Preparing cashflow forecasts across a broad range of financial planning scenarios
  • Realigning a client’s risk profile

You would work very closely with the Paraplanners and the Junior Administrator – who would handle all standard IFA administration such as chasing the providers and processing new business etc.

This role is ideal for someone who has outgrown those elements of their career and would enjoy a fresh challenge with the prospects of applying that knowledge and taking it through to becoming a fully diploma qualified paraplanner in the future.

Our client is a small boutique with around 4 employees, who are looking to grow steadily and promote internally. They are also looking to hire a junior administrator currently, who will eventually move into the technical calculations assistant role as this person moves through to paraplanning. So, the opportunity for growth will be genuine.

 

 

If this role sounds as though it aligns with your desire to have a career 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.