Position details
SENIOR ADMINISTRATOR/PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Stockport
£28000 - £35000 08/05/2025
NJR15574
£28000 - £35000 08/05/2025
NJR15574
DESCRIPTION
SENIOR IFA ADMINISTRATOR / PARAPLANNER
STOCKPORT AREA / HYBRID
SALARY UP TO 35,000
FREE ONSITE PARKING
NJR Recruitment are working in Partnership with a highly professional and established firm of Chartered Financial Planners based on the outskirts of Stockport. Working as part of a small, friendly and steadily growing team, our Client is looking to recruit an experienced IFA Administrator who also offers exposure to writing reports. This is a great opportunity for someone who is looking for a hybrid role of Admin and Paraplanning - someone who is keen to gain more exposure to the technical side of the business.
Working as part of a very busy and demanding team environment the successful candidate will be responsible for supporting a team of technical and highly qualified Consultants advising on Investment and Pensions, plus a range of Specialist Products, daily duties will be varied consist of;
o Organising Client meetings
o Carrying out new business processing
o Creating Client valuations
o Preparing illustrations
o Writing suitability reports
o Carrying out basic research
o Producing quotes
o Preparing meetings packs for Advisers
Candidates should have experience of using a back-office system alongside Provider Platforms. Experience of processing Pensions and Investments business will also be beneficial. Our Client will provide financial exam support to the successful candidate and will offer a genuine career path with a friendly and well structured business.
NJR 15574
STOCKPORT AREA / HYBRID
SALARY UP TO 35,000
FREE ONSITE PARKING
NJR Recruitment are working in Partnership with a highly professional and established firm of Chartered Financial Planners based on the outskirts of Stockport. Working as part of a small, friendly and steadily growing team, our Client is looking to recruit an experienced IFA Administrator who also offers exposure to writing reports. This is a great opportunity for someone who is looking for a hybrid role of Admin and Paraplanning - someone who is keen to gain more exposure to the technical side of the business.
Working as part of a very busy and demanding team environment the successful candidate will be responsible for supporting a team of technical and highly qualified Consultants advising on Investment and Pensions, plus a range of Specialist Products, daily duties will be varied consist of;
o Organising Client meetings
o Carrying out new business processing
o Creating Client valuations
o Preparing illustrations
o Writing suitability reports
o Carrying out basic research
o Producing quotes
o Preparing meetings packs for Advisers
Candidates should have experience of using a back-office system alongside Provider Platforms. Experience of processing Pensions and Investments business will also be beneficial. Our Client will provide financial exam support to the successful candidate and will offer a genuine career path with a friendly and well structured business.
NJR 15574
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