Senior IFA Administrator / Junior Paraplanner

Heat Recruitment
28000.00 GBP Annual
03 Aug 2018
31 Aug 2018
Job Type
Contract Type

A fantastic opportunity has arisen for a junior paraplanner to join a well-established Financial Services Practice which provides a highly personalised financial planning service.

You will be responsible for providing high quality support to the successful Financial Planners of the business and maintaining relationships with clients. This will involve a mix of administration and report writing duties.

Ideally, you will have exceptional attention to detail and previous experience working within a similar fast-paced environment.


  • Providing high quality administration and analytical support to Financial Planners and clients
  • Managing own workloads and defer to Senior Account Manager when workloads are high
  • Processing all Private Client related new business and servicing queries
  • Participating in meetings, conferences and seminars applicable to the role
  • Liaising and building relationships with other functions/departments to ensure all aspects of development, change and ongoing activities are clearly communicated and absorbed in the company
  • Ensuring all meeting follow-up work is completed within company timescales


  • Previous experience in a similar role within an IFA Practice
  • Good attention to detail and organisational skills
  • Confident and competent communication skills, verbal and written
  • Any Financial Services qualifications are desired

Job title synonyms: Client Services Administrator, Sales Support, paraplanner, para-planner, ifa administrator, paraplanner, para-planner, financial planning technician, report writer

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren't necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive GBP200 in vouchers if we assist them in securing a new career.