Paraplanner / IFA Administrator

Paraplanner - Dorking, South East England

Ref: 1516Monday 1 April 2024


Are you seeking a contract role with a reputable financial advisory firm that boasts over four decades of successful client guidance? We are currently recruiting experienced an experienced Paraplanner / Administrator on a six month contract.

This firm specialises in meticulously evaluating diverse financial schemes and investment opportunities to provide tailor-made solutions for clients. With a focus on both personal and business finance, they excel in crafting individualized strategies that adapt to changing market conditions..

The role is a hybrid position involving paraplanning and administration.

Key responsibilities will include:

  • Working closely with financial advisers to ensure a high standard of advice and service to clients
  • Provide suitable research to support the advice provided
  • Producing all the relevant paperwork for the client, on behalf of the adviser, including quotations, illustrations, and valuations
  • Prepare quality and technically accurate client suitability reports
  • Dealing with queries from clients, advisers, or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.

The ideal candidate will be an experienced paraplanner and administrator who is competent in suitability report writing and must have experience of writing varied reports on different products and services.

Key Skills & Experience

  • Educated to at least A Level/Higher standard (or equivalent).
  • Completed or working towards level 4 Diploma in Regulated Financial Planning (or equivalent).
  • A minimum of three years working in the support team of a financial advice practice.

Salary £35,00 pro rata

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