IFA Support – Paraplanning advertised by GlosJobs.co.uk

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Macaulay Edwards Independent Financial Consultants Limited

Contact Information:
Macaulay Edwards Independent Financial Consultants Limited
Calderwood House
7 Montpellier Parade
Cheltenham
Glos
GL50 1UA

Tel: 01242 250 888

Click here to see all adverts from Macaulay Edwards Independent Financial Consultants Limited

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IFA Support – Paraplanning

Cheltenham

We are a well-established, friendly, Cheltenham based IFA practice seeking an enthusiastic, experienced person working as a paraplanner/senior administrator within a current IFA practice.

Key Tasks

  • Company/Product/Fund Research on a structured basis up to and including final decisions by committee regarding the selected solution.
  • Compliance at both a firm and client level.
  • The ability to compile and write client facing reports – IMPORTANT this is not Suitability Report writing.
  • Cashflow planning and analysis.
  • Technical knowledge at a recognised level.
  • The ability to assess current and ongoing systems and controls.

The successful applicant will be supported by an experienced existing IFA administration team which will enable the candidate to perform their tasks and duties effectively.

Who would the role most likely suit?
The role would suit someone who:

  • Wants ‘cradle to grave’ exposure within an IFA practice that has been trading for over 25 years.
  • Wants to work closely with the adviser/business owner.
  • Wants to have a positive impact with their input valued.
  • Wants to have their ideas actioned.
  • Wants to be supported by and have access to an experienced IFA admin team.

As such the role could suit:

  • Someone looking to take their ‘next step’.
  • Someone who is frustrated at being part of a larger organization.
  • Someone whose promise is not being fulfilled.
  • Someone who wants to be with a more ‘hands on’ IFA practice.

Other

Hours of Work: this is a full time role Monday to Friday 9:00 am to 5:00 pm
Salary: Negotiable depending upon experience
Location: Montpellier, Cheltenham
Car Parking: On road car parking will be made available

To apply, please click on the Apply Now Button 

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