Demo

Senior IFA Administrator/Paraplanner

Heat Recruitment
Tamworth, NH Full Time
POSTED ON 2/26/2025
AVAILABLE BEFORE 5/20/2025

Location

Tamworth

Salary £28000 - £33000 TypePermanent WorkplaceHybrid Ref87450

Recruiter Managing This Role

Senior IFA Administrator / Paraplanner Tamworth up to £32,000

At this company, smooth processes and systems are the keys to their success. They would like to welcome a Senior IFA Administrator with excellent organisation skills to join their thriving company. The ideal candidate has a natural ability to be flexible to handle anything that might come their way. Youll be a strong and reliable support to company operations, maintaining and creating company systems, communication, and processing new business. Not only will your effects allow them to achieve organisational efficiency, you will nurture the pleasant work environment their people love.

BENEFITS

  • Flexible Working Ideally a full-time position but the company can adapt around your needs, i.e standard 35 hour working week but can adapt to between 28-35 hours (salary would be pro-rata) and flexibility on start and finish times
  • 25 days holiday bank holidays
  • Company Sick Pay
  • Workplace pension scheme
  • Company is able to adapt to partial remote working
  • Progression into Paraplanning in the future

WHATS NEEDED TO BE CONSIDERED?

  • Any qualifications towards the Level 4 Diploma are desirable
  • Previous experience using Financial Advice platforms and software is desirable
  • Previous experience within a fast-paced financial planning practice
  • FCA understanding of regulations and products, and their practical application
  • Effective communication, both written and verbal
  • Have a professional, proactive and positive attitude
  • WHATS NEXT?

    Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career!

    LI-JM1

    Salary : $28,000 - $33,000

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