Lang Financial is seeking an enthusiastic and experienced IFA Administrator or Paraplanner to join our successful Financial Services team.
Requirements include prior experience within an IFA environment. The role involves managing cases from start to finish, assisting with research, illustrations, new business applications, fee reconciliation, and report writing.
Experience with research tools such as FE Analytics and knowledge of Intelligent Office is advantageous but not essential.
We offer career progression opportunities with full study support for financial planning exams.
This position is ideal for someone with strong interpersonal skills, who is highly organized, efficient, and committed to a long-term career in financial planning.
Candidate requirements:
1. Experience in a similar role within an IFA environment
2. Excellent IT skills, confident in Microsoft Office Suite
Personal qualities:
1. Ambitious, hardworking, self-motivated team player
2. Excellent communicator with confident interpersonal skills
3. Ability to work under pressure, well-organized, and enjoys working with diverse clients
We offer:
* Competitive salary (£30,000-£40,000) depending on experience
* Study support including tuition fees, materials, and time off
* 6% Employer Pension contribution after probation
* Bonus structure
Job details:
* Full-time, Part-time options available
* Location: Hybrid remote in Ayr, KA7 1EN
* Schedule: Flexitime, Monday to Friday
* Relocation: Reliable commute or plan to relocate to Ayr
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