IFAAdministrator Location: Birmingham Salary: Upto£30,000DOE Joinawell-establishedwealthmanagementpracticecommittedtoprovidingexceptionalsupporttotheirclients. ThisroleoffersanexcitingopportunityforindividualswithexperienceinIFApracticestoprogressintoaparaplannerposition. WhatsonOffer? ProgressiveroutetoParaplanner. Examsupportifneeded 25daysofholidayplusbankholidays. Workplacepensionanddeath-in-servicebenefits(4xsalary). Asupportive,inclusive,andcollaborativeworkplaceculturewithopportunitiesforprofessionaldevelopment. TheRole YoullworkcloselywithFinancialAdvisers,assistinginthedeliveryofhigh-qualityadviceandservices.Thisroleoffersastructuredpathwaytogrowintoafullparaplannerposition,withhands-onexperienceandguidanceeverystepoftheway. KeyResponsibilities Processnewclientapplicationswhileensuringcompliancewithregulatoryrequirements. Maintainaccurateandup-to-dateclientrecordsusingCRMsystems. Liaisewithproviderstogatherplaninformationandassistwithregulatorycalculations. Preparedetailedreportsandpresentationsforadvisermeetings. Respondtoclientqueriespromptlyandprofessionally. Assistwithprocessinginvestmenttransactionsinlinewithcomplianceprocedures. Stayinformedaboutfinancialproductsandregulatorychangestoensureaccuracyinalltasks. AboutYou Werelookingforsomeonewithaproactiveattitude,strongattentiontodetail,andacommitmenttoprofessionaldevelopment. PreferredExperience Aminimumof1yearofexperienceinwealthadministrationorasimilarrole. UnderstandingofFCAregulationsandcomplianceprocedures. Excellentcommunication,organisation,andtimemanagementskills. Ifyourereadytotakethenextstepinyourfinancialservicescareerandgrowintoaparaplanner