IFA Administrator / Junior Paraplanner

An IFA Administrator / Junior Paraplanner is required by one of the most highly regarded independent financial planning firms in the country. As a result of continued expansion of their Birmingham operations, they are looking to appoint an IFA Administrator / Junior Paraplanner to be based in their offices in Birmingham City Centre.

The key responsibilities of the role are as follows:

  • To provide high quality administrative support to Consultants, clients and other external stakeholders
  • To assist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking product research for the Consultant
  • To undertake research with Exchange
  • To prepare and issue client review documents, including obtaining product specific information e.g. switch fees and funds available, fund OCFs, FE analytics work
  • To co-ordinate the issuing of client advice, client correspondence and enclosures
  • To be responsible for the processing of new and existing business from outset through to conclusion
  • To work with Platform sites and other online providers

You will be working towards your CII Level 4 qualification and have good financial services experience, ideally including undertaking product research and switching funds. You will possess excellent communication skills, have the ability to effectively manage your own time and also demonstrate excellent attention to detail. You will also be highly IT literate (especially regarding MS Excel and Word).

We offer what we believe is the best Candidate Referral Scheme in the Midlands market. Refer a friend or colleague to us and receive up to £500 in cash if we assist them in securing a new role. Contact us for more details.


Salary:£20000 - £25000 Per Annum + benefits


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