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Permanent

IFA Administrator and Junior Paraplanner

Altrincham
money-bag 28000.00-28000.00 Annual
3085438815
Posted Today

IFA Administrator and Junior Paraplanner Location: South ManchesterSalary: Salary between £28,000 - £34,000We are currently recruiting for an IFA Administrator / Junior Paraplanner to join a respected financial services firm in South Manchester. This role supports advisers in delivering a high-quality client experience, ensuring accurate documentation, efficient workflow management, and strong compliance standards.This is an excellent opportunity for an organised and detail-focused Administrator looking to develop within the financial services sector.Role OverviewAs a IFA Administrator / Junior Paraplanner, you will prepare essential review documentation, maintain accurate data, produce outcome reports, and coordinate key administrative tasks. You will play an integral part in maintaining smooth client processes and supporting adviser workflow.Key ResponsibilitiesClient Review and Reporting" Produce valuation reports and Progress Check Packs ahead of client review meetings" Prepare and issue disclosure packs for annual reviews" Create No Change Review Reports summarising adviser discussions, confirming ATR and suitability" Compile Client Review Packs for new or acquired clients, gathering key investment information" Support the creation of simpler paraplanning reports (Fund Switches, Withdrawals, Bed and ISA), following appropriate trainingAdministrative and Data Management" Prepare and issue application forms, ensuring all documentation is complete and compliant" Maintain ..... full job details .....

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