PARAPLANNING ADMINISTRATOR IFA - HIGH WYCOMBE

We are currently recruiting for a Paraplanning Administrator / IFA Administrator to join a professional and supportive Financial Planning team based in High Wycombe.

This is an excellent opportunity for an experienced IFA Administrator or someone with Paraplanning experience who is looking to develop their career within Financial Planning.

You will provide administrative and technical support to Independent Financial Advisers and Paraplanners, helping to ensure client work is completed accurately, efficiently and to a high standard.

The Role

Your responsibilities will include:

• Supporting the Paraplanner with day-to-day administration
• Gathering and maintaining accurate client information and documentation
• Assisting with pension information gathering and research
• Preparing client reports and documentation for Paraplanner review
• Assisting with annual review packs
• Preparing, processing and monitoring new business submissions
• Liaising with clients, Advisers, Paraplanners and providers
• Following cases through to completion and providing regular updates
• Maintaining accurate client files and new business records
• Responding to routine client, Adviser and provider queries
• Assisting with monthly valuations and reporting
• Using Microsoft Office and Financial Services systems and provider platforms
• Ensuring records are maintained in line with data protection and internal procedures

About You

We are looking for someone with:

• Previous IFA Administration and/or Paraplanning experience
• Experience within Financial Services
• Good knowledge of Financial Planning processes and terminology
• Strong Microsoft Word, Excel and Outlook skills
• Excellent communication and organisational skills
• Strong attention to detail
• The ability to manage multiple priorities and meet deadlines
• Good IT skills and confidence using Financial Services systems
• A proactive, professional and team-focused approach
• Experience using Intelligent Office, FE Analytics or similar systems would be advantageous

What's on Offer

• £30,000 - £35,000 salary, depending on experience
• Study support
• Company pension
• Life insurance
• On-site parking
• Supportive and professional working environment
• Opportunity to develop your career within Financial Planning and Paraplanning

If you have IFA Administration or Paraplanning experience and are looking for your next career opportunity within Financial Services, we would love to hear from you. Apply today or contact us for further information about this opportunity!