Ifa administrator / paraplanner (ifa firm) Work, Jobs in Woking, Eng (with Salaries)

Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
- £27,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Financial services
Quick apply
13d
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
1d
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English

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Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
Answer telephones and deal with client non-advice queries. Conduct technical research into products, providers, and planning strategies.
£27,000 - £35,000 a year
Quick apply
13d
IFA Administrator
Fleet Street Wealth —London
2 week Christmas closure (at Directors discretion). A minimum of 3 days is expected in the office after passing your probation period.
£25,000 - £35,000 a year
Quick apply
1d

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ifa administrator / paraplanner (ifa firm) jobs near woking, eng

Administrator/Paraplanner/Trainee Paraplanner

FGA Wealth Ltd
Guildford

Quick apply

Job details

Full-time
£27,000 - £35,000 a year
13 days ago

Benefits

Company pension

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
GCSE
Financial services
Communication skills

Full job description

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

Quick apply

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ifa administrator / paraplanner (ifa firm) jobs in woking, eng

Administrator/Paraplanner/Trainee Paraplanner