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Permanent

Senior IFA Administrator Junior Paraplanner

Preston
money-bag 27000.00-27000.00 Annual
3089787200
Posted Yesterday

Senior IFA Administrator/Junior ParaplannerJob descriptionOverview: An excellent opportunity for a Senior IFA Administrator / Junior Paraplanner has arisen to join a small reputable IFA practice in Preston.Key Skills: You will need to have worked within the Financial Services industry for the last 2 years and have a working and competent knowledge of financial services products which include Pensions, Investments, ISA''s and Protection policies. You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You will need to be a team player and be happy to help other team members when required.If not already qualified to diploma level, should be part qualified or keen to progress further.Experience using Intelligent Office and Selectapension would put candidates at an advantage.Key responsibilities and accountabilities:Produce professional suitability reportsTailoring suitability letters to individual clientsResponsible for file preparation for meetings and existing business administrationProvide specific product, provider and fund researchAssisting administrators during busy periods and working in a team environment.Other administrative duties include:Submit new business applicationsProduce quotationsDeal with providersDeal with clientsChase outstanding pipeline casesChase outstanding feesHours: Mon- Friday 37.5 hours to be arrangedJob Types: Full-time, PermanentSalary: £27,000 - £35,000.00 per year (de

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