Job Information

Job description

Overview: 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:

1. Produce professional suitability reports

2. Tailoring suitability letters to individual clients

3. Responsible for file preparation for meetings and existing business administration

4. Provide specific product, provider and fund research

5. Assisting administrators during busy periods and working in a team environment.

6. Other administrative duties include:

Ø Submit new business applications

Ø Produce quotations

Ø Deal with providers

Ø Deal with clients

Ø Chase outstanding pipeline cases

Ø Chase outstanding fees

Hours: Mon- Friday 37.5 hours to be arranged

Job Types: Full-time, Permanent

Salary: £27,000 -  £35,000.00 per year (dependent upon qualifications & experience)

Hols: 25 days plus bank holidays

Benefits:

• Company pension

Schedule:

• Monday to Friday