FGA Wealth Ltd are an Independent Financial Advisers offering a wide range of services to meet the needs of our clients, helping them to achieve their long-term financial objectives. We are looking for an Administrator and/or a Paraplanner/Trainee Paraplanner to join the team in our Guildford Office.
Experience Required/Desirable
To be successful in this role, you should:-
· Hold a minimum of 5 GCSE’s (A-C/9-4 including Maths and English) and preferably you will already be experienced working for an IFA firm
· Have attained, or wish to work towards, the relevant industry qualifications
· Be proficient in Microsoft Word and Excel
· Have good organisation and prioritisation skills
· Have excellent written and verbal communication skills
Main Duties
The main duties include, but are not limited to:-
Administrator
· Deal with client and provider correspondence
· Answer telephones and deal with client non-advice queries
· Assist with preparation of client reviews
· Obtain valuations and Illustrations
· Arrange client/adviser meetings
· Process New Business
· Ensure client records on our back-office system are accurate and compliant
Paraplanner/Trainee Paraplanner
· Produce compliant suitability reports to support adviser recommendations
· Conduct technical research into products, providers, and planning strategies
· Support advisers with client servicing, reviews, and ongoing queries
· Serve as a point of contact for routine adviser and client enquiries
· Prepare review documentation and source illustrations where required
· Stay current with industry legislation, products, and regulatory requirements
Benefits
20 days holiday plus bank holidays
Pension
Application Process
Please forward your CV together with an accompanying covering letter specifying which role you wish to apply for.
Pay: £27,000.00-£35,000.00 per year
Ability to commute/relocate:
- Guildford GU1 4UX: reliably commute or plan to relocate before starting work (preferred)
Work Location: In person
