Job Information

Our Clients are Chartered Wealth Management Planner and Investment Advisers with 3 offices. St Albans, Kent and London. They Require a Paraplanner or Senior IFA Administrator for their St Albans office.

The Paraplanner Senior IFA Administrator will be shared by four consultants and work alongside the admin team.  Salary can be from £26K (part-qualified) to £35K p.a.  They would look for a candidate to assist with; 

• Technical research e.g. in DB schemes – speaking with ceding scheme administrators etc.
• Dealing with clients but not giving advice
• MIFID reporting, annual reviews
• Suitability Report writing assistance
• Preparing for meetings, meeting notes, follow up as required
• Relevant qualifications – ‘RO’ papers and ‘JO’ papers
• Cash flow planning admin, experience of this with any software preferred but not essential
• Compliance of client files and assist with file audits 

The Co. benefits – There is a company auto-enrolment scheme on offer or an individual pension contribution if preferred (after opting out of AE). Holidays are 22 days.  

Generally a friendly, relaxed work environment with flexibility of timing etc. but emphasis on getting the work completed on time.  They may consider flexi WFH as seems to be the demand these days but prefer an office based person at least in the initial few months for training etc.