Montfort is recruiting: Administrator/Paraplanner

Montfort is seeking an Administrator/Paraplanner to join its team of advisers and paraplanners. The position presents an opportunity to join a dynamic company offering excellent benefits after satisfactory completion of probation period.

Job Description:

• Performing all administration, including the more complex tasks for the administration of client portfolio and updating client data on Intelliflo Office system
• Assisting paraplanners and advisers on the preparation of suitability reports and consolidation of pensions
• Dealing with benefit statements and life assurance, ensuring that work is completed in line with customer and legislation requirements
• Alerting advisers of client reviews and performing complex manual benefits calculations and automated systems calculations
• Keeping abreast of technical and legislative developments within the financial services industry
• Office administrative duties including scanning and filing of incoming post, greeting clients, setting up meeting rooms and answering incoming calls

If you believe you would make an excellent and valued member of the Montfort team and your skills and experience match the job requirements above, please email your CV to


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Montfort were incredibly helpful during our move to Spain. The team took the time to explain everything to ensure we could act quickly on their advice. I was really impressed with the end report which gave us clear guidelines on managing our pensions, income, residency and setting up bank accounts, everything! We would not hesitate to recommend Montfort again.

Ms S. Stienen-Durand Spain - 2016

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