Ifa support/paraplanner Work, Jobs in Basildon, Eng (with Salaries)

IFA Support/Paraplanner
Cobens —Maidstone
- £30,000 - £45,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
IFA Administrator
Recruit UK —Waltham Cross
- £15.50 an hour
- Hybrid work
- Organisational skills
- Banking
- Work from home
1d
Associate IFA Administrator - London (Hybrid) - £30-35k
Financial Divisions —London
- £30,000 - £35,000 a year
- Microsoft Office
- Communication skills
- Time management
1d
Paraplanner FTC 12 month Maternity Cover
Schroders —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel

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IFA Support/Paraplanner

Cobens
Maidstone

Quick apply

Job details

Full-time
£30,000 - £45,000 a year

Qualifications

Financial planning
Pension
Report writing
Organisational skills
Financial services
Communication skills

Full job description

About the Role
We are seeking an experienced and highly organised IFA Support professional or Paraplanner to join our growing financial planning team. This is an excellent opportunity for someone with a strong technical background and a passion for delivering high-quality client support within a professional and client-focused environment.

Key Responsibilities

Provide comprehensive administrative and technical support to Financial Advisers
Prepare suitability reports and recommendations in line with regulatory requirements
Conduct research and analysis on financial products, including pensions, investments, and protection
Maintain accurate and up-to-date client records and documentation
Liaise with providers, clients, and third parties to ensure efficient case processing
Assist with the preparation of client reviews
Booking meetings with clients
Ensure compliance with FCA regulations and internal procedures

Requirements

At least 3 years previous experience in an IFA support or paraplanning role (essential)
Strong knowledge of pensions, investments, and financial planning products
Experience using financial planning software (e.g., Voyant, FE Analytics)
Excellent attention to detail and report writing skills
Strong organisational and communication skills

What We Offer

Competitive salary and benefits package
Opportunities for professional development and qualifications support
Friendly and supportive team environment
Career progression opportunities within a growing firm

How to Apply
If you are a motivated and detail-oriented individual looking to advance your career in financial planning support, we would love to hear from you. Please submit your CV and a brief cover letter outlining your experience and suitability for the role.

Pay: £30,000.00-£45,000.00 per year

Experience:

Paraplanning: 2 years (required)

Work Location: In person

Quick apply

Refine Your Search

ifa support/paraplanner jobs in basildon, eng

IFA Support/Paraplanner

IFA Administrator

Associate IFA Administrator - London (Hybrid) - £30-35k

Paraplanner FTC 12 month Maternity Cover

I want to receive the latest job alerts for ifa support/paraplanner in basildon, eng

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