Para Planner/Pension Administrator

Para Planner/Pension Administrator | Salary c£30 - 36,000 plus commission | Senior Grade (IFA Qualified, Part Qualified or Paraplanner background) | Gibraltar

SRGEurope are recruiting for a senior grade Para Planner/Pension Administrator (IFA, qualified or Part qualified or Paraplanner background) for one of Gibraltar´s leading Financial Advisory Companies, specialising in trust and tax planning.

This is an ideal opportunity to join a niche, slick team of finance professionals working at a fast-pace in the competitive Financial Services industry.

Gibraltar offers the perfect lifestyle for Finance Professionals, excellent career prospects plus sunshine 350 days a year, it is an enchanting part of the world.

The successful Para Planner/Pension Administrator candidate will benefit from a market-leading brand, large marketing budgets, administration support, and accountancy and legal connections locally and internationally.

Para Planner/Pension Administrator Key Responsibilities:

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  Lead and take responsibility for security trading
  


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  Provide admin support to Directors where required
  


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  Processing Corporate actions
  


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  Research investment products to measure suitability for trading
  


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  Production of portfolio recommendations and additional reports
  


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  Management of small client accounts with a view to building their own client portfolio
  


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  Manage investment of monthly regular payments
  


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  Deal with a range of enquiries from existing clients and intermediaries
  


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  Assist with the conversion of prospects into fee paying clients
  


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  Work collaboratively with colleagues within the client services team
  


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  Contribute and play a role in ongoing Business development
  


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  Ad hoc tasks to support Directors
  

Para Planner/Pension Administrator Profile:

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  Strong team player, with a positive outlook and a clear focus on driving team and business goals
  


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  Self-driven, ambitious, energetic, results-oriented, willing to go the extra mile
  


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  Excellent communication skills, accurate, numerate and able to prioritize work loads
  


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  Commercially minded and comfortable in contributing actively at team meetings
  

Para Planner/Pension Administrator Skills:

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  Minimum 4 years' experience, understanding and knowledge in Financial Services, specifically to pensions and investments
  


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  Previous experience as a junior IFA, Paraplanner or similar desirable.
  
  Fully qualified IFA candidates will also be considered
  


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  Worked in a sales environment in a client facing role
  


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  Knowledge of funds and trading process
  


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  Ideally some experience or knowledge of Bloomberg
  

Why Gibraltar?

Gibraltar is a British Overseas Territory on the edge of the Iberian Peninsula neighbouring Southern Spain.

It boasts 300 days of sunshine per year, a relaxed out of work lifestyle and is easily accessible to the rest of Europe from Gibraltar and Malaga airports.

The primary currency in Gibraltar is pounds/sterling and there are excellent English speaking schools if you are relocating with your family.

We will help you with your relocation process about which you can read here: https://www.srgeurope.com/working-in-gibraltar/relocating-to-gibraltar

For further information about this role and other similar roles in Gibraltar, please contact Rob Ally or a member of the SRG team by email at online@srgeurope.com or call directly +35020069999

Para Planner/Pension Administrator | IFA | Gibraltar | Financial Services | Trusts and Funds | Investor Wealth | HNW