US Jobs US Jobs     UK Jobs UK Jobs     EU Jobs EU Jobs


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:

  • Lead and take responsibility for security trading

  • Provide admin support to Directors where required

  • Processing Corporate actions

  • Research investment products to measure suitability for trading

  • Production of portfolio recommendations and additional reports

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

  • Manage investment of monthly regular payments

  • Deal with a range of enquiries from existing clients and intermediaries

  • Assist with the conversion of prospects into fee paying clients

  • Work collaboratively with colleagues within the client services team

  • Contribute and play a role in ongoing Business development

  • Ad hoc tasks to support Directors

Para Planner/Pension Administrator Profile:

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

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

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

  • Commercially minded and comfortable in contributing actively at team meetings

Para Planner/Pension Administrator Skills:

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

  • Previous experience as a junior IFA, Paraplanner or similar desirable.

    Fully qualified IFA candidates will also be considered

  • Worked in a sales environment in a client facing role

  • Knowledge of funds and trading process

  • 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:

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 or call directly +35020069999

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

Share Job