Financial Services £30000 - £35000 depending on experience
An excellent opportunity has arisen for a Paraplanner/IFA Administrator to join a well-established IFA practise 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
Business Planning
Assist with the preparation of suitability reports including preparation of illustrations and application paperwork
Ensure that all business applications are proceeded accurately and efficiently, in a compliant manner to the firm’s standards
Ensure fund switches/rebalances are carried out accurately and within company timescales
Send letters of authority and gather accurate information
Input and maintain accurate client records on the back-office system, platform, and other IT systems
Prepare client review packs including Valuations and supporting documents
Record, and where appropriate, 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, able to work on diverse non repetitive complex challenging projects, and possess the following qualities:
Experience as Financial Services Administrator
Highly literate & numerate including maths and English to minimum GCSE (A-C)
Targeting Financial Services qualifications to achieve level 4 with basic CII exams achieved
Technically competent with Excel, Word & Outlook to intermediate level
Knowledge of and experience with online financial services platforms
Able to communicate at all levels
Excellent analytical, organisation, time management, and prioritising skills