Financial Administrator/ Trainee Paraplanner

The Client

Our client is a boutique firm offering a consistently high level of personal service. This gives both private and corporate clients confidence that their financial affairs are handled with the highest degree of competence and efficiency.

Our client has recently expanded and moved to new premises near the city centre. They have an excellent team and offer a friendly and supportive working environment.

The Role

We are recruiting for a hybrid Financial Administrator/Trainee Paraplanner to support the advisers and management in a busy financial planning practice.

The main responsibilities on the Administration side will be:

• Processing New Business applications/income withdrawals


• Maintaining client records in line with internal policies and processes and GDPR guidelines


• Responding to client enquiries and resolving client issues in a professional manner


• Requesting plan information from product providers and sending off letters of authority


• Working alongside financial advisers to obtain information as part of the process of creating financial reports


• Issuing invoices and receipts for client fees


• Answering and directing incoming telephone calls to the office


• Performing general office administration duties and various tasks upon request that may be required to assist the business

The main responsibilities on the Paraplanning side will be:

• Preparing suitability reports for new business cases


• Preparing suitability reports for income withdrawals from drawdown plans (including cashflow models)


• Preparing post annual review suitability reports where further action is needed, for example fund switches or portfolio rebalancing

Requirements

• Prior experience of working in a financial advisory firm is essential (2-3 years)


• Proficient in a financial services CRM / back-office system


• Proficient in Microsoft Office applications, including Outlook, Word and Excel


• Good attention to detail and accuracy


• Excellent time management skills


• Positive attitude


• Ability to manage own workload


• Experience of preparing suitability reports and cashflow models

Package

• 22 days annual leave plus bank holidays


• Free onsite parking


• 10% Employer pension contribution to the company workplace scheme


• 4x Death in service


• Group PMI plan


• Paid support with CII/PFS exams


• Salary is negotiable


• Discretionary bonus
  
  The role will be office based but with the possibility to work from home at times, if required