This position involves working closely with one of my clients’ advisers and providing one-to-one support on all aspects of business processing. You will liaise with clients and product providers on existing and new business via telephone, email and letter.
Whilst prior experience of both administration and paraplanning is desirable, candidates with strong financial planning administrative skills and a willingness and desire to grasp the paraplanning elements of the role will be strongly considered, no qualifications are required but prior experience is essential.
This role has arisen out of a requirement for further adviser support.
The key tasks of the Administrator/ Paraplanner include:
* You will update client records from fact finds and meeting notes
* You will process new business applications – to include preparation of illustrations and forms
* You will process the withdrawal of funds
* You will process fund switches/buys
* You will carry out the administration of existing plans
* You will provide client valuations and review letters
* You will process post-retirement Cashflow Modelling by compiling reports using SelectaPension (desirable)
* You will carry out fund research using tools such as FE Analytics
* You will carry out risk profiling of clients
* You will complete suitability report preparation using templates
Procedures for both new business and client reviews are well established and training will be provided.
Key Skills
* Previous experience in administration processes within an IFA practice
* Experience of Paraplanning processes within an IFA practice would be advantageous, but not essential
* Experience of using Intelliflo is desirable
* You will possess a good knowledge of products and procedures
* You will be articulate, a good communicator and possess strong organisational skills
* You will possess the ability to work within an established team structure
* You will possess the ability to prioritise workload
* You will perform to a high standard in a sometimes pressurised environment, where necessary
* You will have excellent attention to detail
* Experience using Intelligent Office would be advantageous, my client also uses a variety of provider platforms, such as Transact, Prudential, Aviva and Fidelity.
Salary level: £20,280 -£29,200 depending on experience and hours worked
This role is permanent and is fully office based
Holiday: 25 days per annum plus bank holidays pro rata for hours worked (Discretionary time off at Christmas/New Year)
Monday to Thursday 9am-5pm
Group Pension membership following successful completion of probationary period
Salary description
£20280.00 - £29200.00 per year