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Senior ifa administrator

Rotherham
Ifa administrator
£35,000 a year
Posted: 3h ago
Offer description

Templegate Recruitment Specialist Recruiters in Financial Services Job Title : Senior IFA Administrator / Paraplanner Location :Bramley, Leeds Salary :£30,000 £35,000 DOE Benefits : 20 days holiday plus birthday and Christmas closure Pension: 5% employee / 5% employer contribution Additional benefits: 4% annual salary toward private medical, critical illness, or income protection Friendly, supportive, and flexible working environment About the Role : A boutique financial planning firm is seeking a Senior IFA Administrator / Paraplanner to join their friendly, collaborative office. This Senior IFA Administrator / Paraplanner role is ideal for a senior administrator looking to step into paraplanning or someone with financial services experience keen to develop their technical knowledge. Key Responsibilities : Provide administrative and paraplanning support to financial planners and directors as a Senior IFA Administrator / Paraplanner Prepare letters, reports, and client documentation with accuracy and attention to detail Review client files and ensure compliance with regulatory standards Develop product knowledge and technical skills (support provided for exams) Use Intelliflo and other internal systems efficiently Candidate Profile : Proven experience in financial services Excellent attention to detail and organisational skills Team player with a proactive and flexible approach Full-time, office-based availability Knowledge, Skills, and Experience Required: Some paraplanning or product knowledge Level 4 Diploma in Financial Planning or equivalent (not essential) How to Apply: If this role sounds like a great fit, please submit your CV today. A member of our specialist recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you havent heard from us within 7 days, please assume your application has not been successful on this occasion

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