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Permanent

Senior IFA Administrator

Leicester
money-bag 40000.00-40000.00 Annual
3121137066
Posted Yesterday

This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm.In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales.The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial.The CompanyOur client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.Paraplanner RequirementsThis role is open to experienced or Trainee ParaplannersYou should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysisYou should have good understanding of investment, retirement and pension products in relation to financial planningYou should hold or be working towards your Level 4 Diploma in Financial Planning or equivalentYou should have an organised approach to your work and be able to handle multiple cases simultaneousl

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