IFA Administrator/Trainee Paraplanner, Altrincham, £30,000 A leading Wealth Management firm in Altrincham are keen to hire an IFA Administrator/Trainee Paraplanner and are keen to meet people who have supported Financial Advisers and previous experience with the following would be very useful - Intelliflo A J Bell Transact Royal London Canada Life International FE Analytics This role is fully office based, the hours are 9.00-5.00 Monday – Friday and the benefits include: 24 days holiday Team bonus Company Pension Training development and support towards industry relevant qualifications Opportunities to progress within the business Income Protection - 75% of salary, payable after the 13-week deferred period. Group life cover (death in service) - 4x salary Day to day duties will include - Processing and submitting new business adhering to the new business workflow. Submitting Letters of Authority and collating all of the required plan details for research and analysis. Meeting and greeting clients, answering and dealing with incoming enquiries Portfolio rebalancing, buying and selling Accurately processing client withdrawals and contributions and monitoring these through to completion. Preparing clients packs for Annual Review meetings and then completing the work required post meeting Writing basic Suitability Reports Completing research for new business cases, primarily fund and cost analysis