IFA Administrator to Paraplanner - Brevere Group : Job Details

Are you an experienced Administrator from a Financial Planning environment looking to branch out into report writing and a paraplanning role?

Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.

The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.

Duties for this role will include:

• Assisting Paraplanners with preparing illustrations and supporting paperwork
• Preparing Annual Review packs, to include valuations, fund factsheets, provider literature and any required compliance documents.

You will have:

• Organised with the ability to multi-task.
• Working knowledge of the regulated Financial Services Industry
• Previously worked in a Financial Services administration role so have some familiarity with the terms used.
• Experienced supporting a Financial Adviser
• Highly competent user of Microsoft Word, Excel & Outlook.

This role will suit someone looking to develop in their career and committed to study and professional development.

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.