IFA Administrator & Trainee Paraplanner Altrincham Up to £30,000 A new and exciting opportunity is available with one of our Clients in the Altrincham area, a small, professional and expanding firm of Independent Financial Advisers. Providing financial planning advice for successful business owners, professionals, High Net-Worth individuals and their associated businesses, our Client has grown since 1998 to become one of the most trusted advisers in the area. Key Responsibilities: * Attend client meetings alongside the Financial Planners, create meeting minutes which accurately reflect the information gathered to fully document a client’s financial needs and objectives. * Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings. * Carry out research and analyse products and services that are appropriate to each client’s financial circumstances then discussing appropriate solutions with the Wealth Strategist. * Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Wealth Strategist. * Complete reviews of clients’ portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities. * Effectively use research and planning systems such as FE Analytics, Cashcalc and wrap platforms such as Elevate, Transact & Abdrn Wrap * Be responsible for ensuring that recommendations are fully implemented in a timely manner. * Maintain up-to-date knowledge of the industry, compliance, and regulatory developments. * Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the business. Essentials: * Dynamic, confident and determined * Committed to putting the Client first * Highly organised, methodical, and disciplined, your inbox never gets full. * Able to work to tight deadlines * Updating and reprioritising your to-do list daily. * Able to create and use Excel spreadsheets including formulae. * Able to follow instructions and work within defined business processes. * Able to follow systems for making sure that records are always up to date and transactions correct. * An excellent communicator with a high level of customer service * Be able to work on your own as well as be a great team player * Able to use Microsoft Office * Open to learning * Prepared or already studying towards Level 4 Diploma in Regulated Financial Planning * Able to use back-office systems, ideally Intelligent Office, Selecta Pension, FE Analytics and Iress If this is a role you are interested in, then apply online or for further information speak to one of our specialist consultants quoting Reference NJR15727 FIN