IFA Paraplanner - Hertfordshire

  • Location

    Hertfordshire

  • Discipline

    Financial Services

  • Job type:

    Permanent

  • Benefits:

    Basic - £38,000 - £43,000

  • Published:

    2021-10-27

  • Expiry date:

    2021-12-08

An exciting opportunity for an experienced Paraplanner to be part of the paraplanning team in an established and successful Independent Financial Planning firm based in Hertfordshire. They have a career opportunity for a self-motivated and commercially minded Paraplanner with a can-do attitude. The role is to provide administrative and highly technical support to advisers and senior managers, to provide the client with a positive professional experience.

The IFA Paraplanner duties will include, but will not be limited to:

  • Support Team Manager where necessary
  • Delegate tasks where necessary
  • Coach, train, and mentor junior staff, including new recruits
  • Identify areas for improvement and assist in design process
  • Follow compliance process
  • Embed change, review, and feedback
  • Ensure tasks are managed via intelligent office
  • Ensure process is followed, coach junior team members where necessary
  • Provide Paraplanning support to adviser(s) as allocated
  • Keep up to date with legislative and industry changes that will affect the business and its clients

To be considered for the role of IFA Paraplanner, you must have the following attributes:

  • GCSE English & Maths grade C or above
  • Level 4 would be preferable, but happy if you are undertaking this
  • Word & Excel intermediary
  • Experienced paraplanner with 2-5 years’ experience within an IFA or financial services setting
  • Ability to plan and organise new or familiar tasks and to use a problem-solving approach to respond appropriately to a wide range of enquiries
  • Use of standard applications to process, obtain, and combine information – Microsoft Office, Excel, Word, Power point, outlook, and database
  • Interpret, use, and evaluate numerical and graphical data
  • Excellent report writing skills
  • Good understanding of compliance standards
  • Ability to undertake research and assist in the reviewing of new policies

Working Hours:

  • Monday – Friday 9:00am – 5:30pm

In return, our clients are offering the following to the successful IFA Paraplanner:

  • Basic Salary - £38,000 - £43,000

In addition, theyre also offering the following benefits:

  • 25 days holiday + bank holidays, additional holiday can be bought
  • Life Cover 3 x Salary
  • Work from home a few days a week.
  • Financial Support for training & Qualifications

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.