IFA Support/Paraplanner

Recruiter
Anonymous
Location
Cheshire
Salary
24000.00 - 28000.00 GBP Annual + GBP24000 - GBP28000/annum
Posted
15 Apr 2017
Closes
30 Apr 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Our client is a respected firm of Chartered Financial Planners, currently seeking an experienced administrator to complement their existing team. They have been established for over fifty years.

The Key Responsibilities of the role are:-

* Providing one-to-one support to one of the Financial Planners
* Research preparation for client review meetings
* New business research and preparation of suitability reports
* Liaison with product providers

Key Skills Required:-

-Familiarity with Intelliflo, Wrap Platforms and possibly FE
-Excellent report writing skills
- A sound understanding of all contract types
-Close attention to detail and strong communication skills
-Strong customer service experience is essential

You should have strong and existing experience in a financial services role and preferably some industry related qualifications (Financial Planning Certificate/some Diploma units).

There will be some paraplanning involved in this role but this would be limited to existing clients with contracts that are being topped-up (ISA's), Bed to ISA, standard PP to PP transfers.

The role is 9-5 Monday to Friday totalling 37.5 hours per week. 23 days holiday plus Bank Hols.

This is a really good opportunity with an excellent firm. If you wish to apply, please submit your CV to Jon Becker of Acsol and make sure that you include a concise cover e-mail outlining your suitability