Paraplanner / Senior IFA Administrator
other jobs Heat Recruitment
Added before 10 hours
- England,South East,Kent,Maidstone
- Full Time, Permanent
- £35,000 - £40,000 per annum
Job Description:
Full job description
Paraplanner / Senior IFA Administrator
Maidstone, Kent
Permanent | Hybrid (4 days office / 1 day WFH)
£35,000 – £40,000 DOE
A well-established and highly regarded independent financial planning (IFA) firm, is looking to hire an experienced Senior IFA Administrator / Paraplanner to join their Maidstone office in a hybrid responsibility role.
This role has become available following the retirement of a long-standing paraplanner and will play a key part in supporting advisers during a period of continued growth.
The RoleThis is a hands-on crossover position, combining senior IFA administration with genuine paraplanning responsibility. You’ll work closely with advisers to support the full advice process and ensure a high standard of client service.
Key Responsibilities*Answering client phone calls and emails
*General IFA administration and document management (SharePoint)
*Preparing LOIs, application forms and provider correspondence
*Carrying out chargeable event calculations (bonds)
*Investment and product research (whole of market)
*Writing and assisting with suitability reports
*Preparing client meeting packs and paperwork
*Occasional client interaction and attendance at VIP client events
Client contact is primarily via phone and email, with some in-office support as needed.
Experience & Qualifications*Experience matters more than job title
*Ideally 5+ years’ experience within an IFA / wealth management environment (flexible for the right profile)
*Must have genuine whole-of-market paraplanning exposure
*Strong attention to detail and confident working independently
*Comfortable blending admin and paraplanning (not precious about tasks)
Qualifications:
*Fully qualified not required
*Part-qualified welcome
*Level 4 Diploma desirable, but not essential
Training & Development*Full support for exam entry and learning materials
*Study support provided
*Expectation of ownership and commitment to passing exams
Systems*Intelligent Office (IO) – primary CRM
*Cashflow forecasting tools
*IRS system for quotations / annuity work
*SharePoint document management
Working Pattern*Maidstone office-based role
*Typically 4 days in the office / 1 day WFH
*Will consider 3 days office / 2 days WFH for a strong, experienced hire
*Flexibility expected during probation and busy periods
Salary*£35,000 – £40,000, depending on experience
*Strong, self-sufficient paraplanners may command higher locally
Paraplanner / Senior IFA Administrator
Maidstone, Kent
Permanent | Hybrid (4 days office / 1 day WFH)
£35,000 – £40,000 DOE
A well-established and highly regarded independent financial planning (IFA) firm, is looking to hire an experienced Senior IFA Administrator / Paraplanner to join their Maidstone office in a hybrid responsibility role.
This role has become available following the retirement of a long-standing paraplanner and will play a key part in supporting advisers during a period of continued growth.
The RoleThis is a hands-on crossover position, combining senior IFA administration with genuine paraplanning responsibility. You’ll work closely with advisers to support the full advice process and ensure a high standard of client service.
Key Responsibilities*Answering client phone calls and emails
*General IFA administration and document management (SharePoint)
*Preparing LOIs, application forms and provider correspondence
*Carrying out chargeable event calculations (bonds)
*Investment and product research (whole of market)
*Writing and assisting with suitability reports
*Preparing client meeting packs and paperwork
*Occasional client interaction and attendance at VIP client events
Client contact is primarily via phone and email, with some in-office support as needed.
Experience & Qualifications*Experience matters more than job title
*Ideally 5+ years’ experience within an IFA / wealth management environment (flexible for the right profile)
*Must have genuine whole-of-market paraplanning exposure
*Strong attention to detail and confident working independently
*Comfortable blending admin and paraplanning (not precious about tasks)
Qualifications:
*Fully qualified not required
*Part-qualified welcome
*Level 4 Diploma desirable, but not essential
Training & Development*Full support for exam entry and learning materials
*Study support provided
*Expectation of ownership and commitment to passing exams
Systems*Intelligent Office (IO) – primary CRM
*Cashflow forecasting tools
*IRS system for quotations / annuity work
*SharePoint document management
Working Pattern*Maidstone office-based role
*Typically 4 days in the office / 1 day WFH
*Will consider 3 days office / 2 days WFH for a strong, experienced hire
*Flexibility expected during probation and busy periods
Salary*£35,000 – £40,000, depending on experience
*Strong, self-sufficient paraplanners may command higher locally
Job number 3769133
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Company Details:
Heat Recruitment
Company size: 50–99 employees
Industry: Other
We are a team of Specialist Recruitment Consultants operating within the Information Technology, Financial Services, Legal, Sales and General Insuran...