Junior Paraplanner - Ifa Administrator

We are a Wealth Management practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management.

The Job:

Candidates will be responsible for providing technical administration support to the financial advisers and paraplanners. You will manage back office administration, processes, compliance and work flow

Location: Beckenham (South East London) - Office based position

Your duties will include:

Junior Paraplanner - Technical Administrator - Wealth Management

• Issue letter of authorities (LOAs) to providers
• Chase financial institutions to provide requested information
• Write client annual review letters, fund switch letters ISA & Pension top up letters & other compliance letters
• Produce comprehensive, accurate and clear Suitability Reports using a combination of standard paragraphs and free text; (with training)
• Preparing illustrations for numerous products, such as ISA's Pensions, Protection.
• Liaise with third party providers;
• Administer back office administration that relates to the paraplanning role such as updating a client’s CFR, making sure that client files are audited and all regulatory and company requirements are met at the end of a case
• Preparing client files for meetings
• Responding to client enquiries
• liaising with Administration Centres and other Paraplanners
• Drafting and proof-reading documents, including client correspondence, illustrations etc
• Using Salesforce the company CRM system to adhere to all compliance requirements
• Maintaining and accurately updating the back office systems with client data - using it to effectively manage the business workflow
• Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
• Processing Business and chasing through to completion
• Processing Application forms
• Manage business pipeline
• Manage case tracking
• Maintain the compliance requirements of the business - Ensure business and client files are fully compliant
• Providing weekly updates (calls / emails) to Partner/Adviser

What’s needed to be considered

In order to be considered for this opportunity, candidates need to have -

• Previous experience in a Financial Planning Administrator role
• Professional communication manner, both written and verbally
• Strong knowledge of investments and pensions
• Financial Services qualifications are desired

• In return we offer:
• Company pension
• Friendly and positive working environment
• Competitive salary
• 25 days holiday plus bank holiday
• Other adhoc benefits the Director provides throughout the year

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.