Senior Financial Services Administrator/Paraplanner - Market Harborough

Andrea Groom-Shorter
Date Posted
26 Mar 2021
Work Type
Full Time
Financial services
£22000-£25000 depending on experience

This growing IFA Practice has a vacancy for an experienced Senior Financial Services Administrator. This new role is required to enable the Director, and Financial Advisers to spend more time seeing clients and developing key business relationships. The right candidate will join a well-established IFA practice offering holistic financial planning services for Business Proprietors and High Net Worth clients, and providing fee based financial advice to its loyal client base in the following areas:

  • Pension Planning
  • Investment management
  • Tax planning
  • Inheritance Tax planning
  • Life Assurance and Income protection

  • Prepare suitability reports including preparation of illustrations and application paperwork.
  • Ensure that all business applications are processed accurately and efficiently, in a compliant manner to the firm's standards
  • Ensure fund switches / rebalances are carried out accurately and within company timescales
  • Administer client research and analysis
  • Input and maintain accurate client records on the back office system, Platform and other IT systems
  • Prepare client review pack including valuations & supporting paperwork
  • Record and implement agreed actions in coordination with the Financial Adviser
  • Ensure all supporting documentation is maintained as per company procedures
  • Ensure all work is followed up promptly in line with company standards
  • Incorporate the principles of Treating Customers Fairly (TCF) into all contact with clients.

This role would suit a versatile individual with initiative, ability to work on diverse non repetitive, complex challenging projects, and possess the following qualities:

  • Experience as Financial Services Administrator (2 years advantageous)
  • Highly literate & numerate including Maths & English (A level advantageous)
  • Technically competent with Excel, Word & Outlook to intermediate level
  • Experience with online financial services platforms
  • Excellent analytical, organisation, time management and prioritising skills

   This Vacancy
Ref: 2255
Role: Senior Financial Services Administrator/Paraplanner
Location: Market Harborough