Technical IFA Administrator / Junior Paraplanner

Technical IFA Administrator / Junior Paraplanner - BirminghamA highly regarded and growing wealth management firm in Birmingham is looking to recruit a Technical IFA Administrator / Junior Paraplanner to join its expanding team.This opportunity is ideally suited to a Level 4 qualified individual with experience within financial planning administration who is looking to take the next step towards a more technical position within a supportive and progressive environment.The business has an excellent reputation within the market and places a strong emphasis on staff development, internal progression and long-term career growth. They have a collaborative culture and a strong track record of supporting employees moving into Paraplanning and Advisory roles.The RoleWorking closely with experienced Advisers and Paraplanners, you will provide technical and administrative support across pensions, investments and protection business while gradually taking on more paraplanning responsibilities over time.Responsibilities will include:Processing and managing new businessPreparing suitability report information and client review packsConducting provider and product researchLiaising with clients, providers and advisersManaging workflows and case progressionSupporting the preparation of financial planning recommendationsThis is an excellent opportunity for someone who wants to continue building technical knowledge and develop towards a full paraplanning position in the near future.Salary and ..... full job details .....