IFA Administrator / Junior Paraplanner

Company description

We are a modern firm of Chartered Financial Planners, helping businesses and individuals achieve their goals.

At Work Life Wealth, we offer bespoke Strategic and Financial Planning solutions focused on client specific needs. We provide a unique approach to help them change their business and also invest their money in a way that gives them the best chance of achieving their lifestyle goals.

We will present our ideas in an easy to understand and transparent manner. We specialise in working with individuals and business owners to achieve their business and personal financial aspirations.

Our aim is to employ the best staff in each area of our business and ensure we have a happy and hard working culture. We offer hybrid and flexible working options with the office closing at 1pm on Fridays.

Job description

IFA Administrator / Junior Paraplanner – Belfast

Work Life Wealth Ltd

Salary £26K - £30K (Depending on qualifications and experience)

Due to recent growth in our business, we are currently looking to recruit an IFA administrator / Junior Paraplanner for our busy Belfast office.

The role:

• To provide administrative support to Financial Advisers and Client Managers including client valuations, client reviews, suitability report writing, provider illustrations, new business processing across full range of retirement and investment planning.
• To develop and maintain relationships with clients and providers.
• Submission of new business applications, monitoring through to completion
• Maintaining and ensuring completeness of client files for compliance purposes
• Liaising with clients and professional bodies
• General Administration Duties

Essential Criteria:

• Degree level qualified (preferably in Finance/Investment Management or related area/discipline) or at least 12 months experience working for an IFA or an insurance provider.
• Be able to prioritise and work towards deadlines.
• Be able to demonstrate working productively within a team environment.
• Be able to demonstrate excellent written and verbal communication skills.
• Competent across the MS Office package and strong administration skills.

Desirable Criteria:

• Knowledge of investments, pensions, and protection products
• Have achieved or working towards Diploma level Financial Services / Certificate in Paraplanning qualifications
• Good understanding of all relevant legislation and compliance requirements

Benefits:

• Reduced working hours (for the right candidate)
• Flexible working hours (after training period)
• Half Day Fridays
• 8% Employer Pension Contribution
• Hybrid Working available (after probation period)
• Private Health insurance (after probation period)
• Personal development budget – to cover all your training, learning and development costs
• Health Insurance (after probation period)

Pay: £26,000.00-£30,000.00 per year

Benefits:

• Company pension
• Private medical insurance
• Work from home

Education:

• GCSE or equivalent (required)

Experience:

• working in a busy office environment: 1 year (preferred)

Work Location: Hybrid remote in Belfast BT1 3LG