Paraplanner/IFA Administrator - Newcastle

Newcastle Upon Tyne
20000.00 - 32000.00 GBP Annual + GBP20000 - GBP32000/annum
03 Feb 2017
18 Feb 2017
Contract Type
Full Time
Morris Jones Consulting Ref:

Job Title:
Paraplanner/ IFA Administrator - Newcastle

GBP20,000 - GBP32,000, negotiable and depending on experience, qualification and performance at interview.

An opportunity has arisen for a technical financial services professional to join a reputable practice of Financial Planners in vibrant Newcastle.

Main Duties:
As a member of a well-established collaborative team, you will provide full pre and post advice support to one of the company's Independent Financial Planners who gives advice on a wide range of both private client and corporate pensions, investments and protection as well as IHT planning.
Key accountabilities will be as follows:
- Answering client enquiries which may reach you by telephone or email, reacting in a very professional polite and helpful manner;
- Obtaining illustrations and valuations on new and existing arrangements contacting product providers via a variety of mediums and platforms;
- Researching product providers and funds based on fact find information and adviser guidance;
- Creation of portfolios, placing business;
- Construction of suitability reports with assistance from adviser and colleagues if required;
- Diary management booking in reviews;
- PA duties for your allocated adviser;
- Working closely and collaboratively with the wider team;
- Daily use of Microsoft office and Plum software;
- Adherence to company protocols and FCA/TCF principles and requirements.

This role is to work in a long established and positive thinking team environment with one of the lowest staff turn overs in the industry. The employer genuinely supports its people and offers a happy and positive working environment within which employees feel rewarded and challenged. Investors in people, you will be encouraged to work towards industry qualifications and become the best that you can be.

In return for experience and hard work, a salary will be on offer of between GBP20,000 to GBP32,000, the level offered will completely depend on levels of experience, qualification and performance at interview. There will also be an excellent benefits package on offer. This is a full time permanent role.

Key Skills:
Applications are welcomed from both Paraplanners and IFA Administrators looking for a new challenge. You will ideally be working towards the Diploma in Financial Planning, or be Level 4 qualified already. Knowledge and experience supporting Advisers who give advice on pensions, investments and protection is essential. You will be polished professional and polite with excellent communication skills with a willingness to learn and become part of a strong team working environment.

This is an excellent opportunity for a financial planning support professional to become part of a successful team based in the heart of Newcastle city.

Jenny Brophy
Financial Services & Insurance Specialist
Morris Jones Consulting
For more information or to apply, please contact or send your CV to jenny . . co . uk .

Paraplanner, Financial planning, IFA, administrator, financial services, pensions, investments, protection, suitability letters, Newcastle, morris jones, jenny Brophy, Tyne and Wear, North East