IFA Administrator & Trainee Paraplanner

Altrincham

Up to £30,000

A new and exciting opportunity is available with one of our Clients in the Altrincham area, a small, professional and expanding firm of Independent Financial Advisers. Providing financial planning advice for successful business owners, professionals, High Net-Worth individuals and their associated businesses, our Client has grown since 1998 to become one of the most trusted advisers in the area.

Key Responsibilities:

Attend client meetings alongside the Financial Planners, create meeting minutes which accurately reflect the information gathered to fully document a client’s financial needs and objectives.
Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings.
Carry out research and analyse products and services that are appropriate to each client’s financial circumstances then discussing appropriate solutions with the Wealth Strategist.
Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Wealth Strategist.
Complete reviews of clients’ portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.
Effectively use research and planning systems such as FE Analytics, Cashcalc and wrap platforms such as Elevate, Transact & Abdrn Wrap
Be responsible for ensuring that recommendations are fully implemented in a timely manner.
Maintain up-to-date knowledge of the industry, compliance, and regulatory developments.
Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the business.

Essentials:

Dynamic, confident and determined
Committed to putting the Client first
Highly organised, methodical, and disciplined, your inbox never gets full.
Able to work to tight deadlines
Updating and reprioritising your to-do list daily.
Able to create and use Excel spreadsheets including formulae.
Able to follow instructions and work within defined business processes.
Able to follow systems for making sure that records are always up to date and transactions correct.
An excellent communicator with a high level of customer service
Be able to work on your own as well as be a great team player
Able to use Microsoft Office
Open to learning
Prepared or already studying towards Level 4 Diploma in Regulated Financial Planning
Able to use back-office systems, ideally Intelligent Office, Selecta Pension, FE Analytics and Iress

If this is a role you are interested in, then apply online or for further information speak to one of our specialist consultants quoting Reference NJR15727

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