Senior IFA Administrator / Paraplanner

Stockport area / Hybrid

Salary up to 40,000

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 and include:

• Organising Client meetings
• Carrying out new business processing
• Creating Client valuations
• Preparing illustrations
• Writing suitability reports
• Carrying out basic research
• Producing quotes
• 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.