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Form of work
SalaryUp to 35,000 + Benefits
In order to continue providing our client's impressive range of tailored financial planning services, an experienced Senior Administrator or Paraplanner with a background in the financial services industry, is required to join this highly respected, growing practice that values integrity and client satisfaction above all else.
With more than 35 years' experience of working with clients, making a positive change to lives is what drives our client on a daily basis. They take pride in their inter-generational work - supporting clients and their families on their journey's. From providing first class professional advice on investments and pension plans, to acting as a reliable insurance intermediary, they recommend products and protection from a select number of carefully chosen companies and mortgages from the whole of market.
As a result of sustained demand, a passionate, highly organised and engaging Administrator / Paraplanner is required to join this small but growing, dynamic team as they continue to further develop their client offering. Working closely with the Principal Consultant, the successful candidate will draw upon their previous experience within the financial services sector to take responsibility for all business processes, including formulating high level client reports and recommendation letters.
Applications for this vital role are particularly welcome from proactive and conscientious individuals with the ability to identify and resolve issues at source whilst maintaining a calm, welcoming demeanour with clients and Advisors alike. They must be willing to work in a small office environment and be self-motivated.
Key Accountabilities
- Provide technical, research and admin support to the advisers.
- Submit new business and follow up pipeline through to issue.
- Maintain high documentation standards in line with company and statutory compliance.
- Maintain regular communication with clients throughout the advice process and build long term relationships. This includes booking meetings and follow up reviews
- Adhere to a culture that treats clients fairly and focuses on long term sustainability of client relationships.
- Maintain all back-office systems e.g. Microsoft 360, word, excel, mortgage sourcing software.
- Prepare regular Valuation Reports for investment clients.
- Prepare onboarding paperwork for clients including new applications; servicing forms; trusts; fee agreements; invoices.
- Submit life /mortgage and investment / pension applications (paper; online)
- Deal with general (existing) client enquiries (where no advice is required)
- General administration including setting up and maintaining client files and records.
- Be confident and have experience of the use of fund platforms.
- Be familiar and able to build cashflow forecasts for adviser presentation meetings.
Skills & Experience
- At least 2 years in a financial services administrative/paraplanning role
- Strong technical experience in writing Suitability Letters and Client Reports.
- Working knowledge of office 365
- Ideally Diploma qualified
- Good organisational skills and interpersonal skills ability to multitask and prioritise effectively.
- Sound technical knowledge of investments, pensions, and protection
- Attention to detail is a must; able to work to deadlines; thoroughness.
- Friendly disposition with clients, work colleagues and business contacts - good telephone manner
- Honest and reliable, able to maintain client confidentiality.
- Good working knowledge of Word, Excel, Microsoft Outlook
- Experience of CRM systems
This is a wonderful opportunity for a confident Senior Administrator or Paraplanner with a professional services background, to join a progressive, expanding holistic wealth management firm in a critically important administrative support role. A competitive salary based on experience is on offer, in addition to a highly attractive benefits package including a 28-day holiday entitlement (plus bank holidays) from day one and pension benefits. This role will require full attendance in our offices in Fleet.
If you're looking to for a rewarding new role as part of a warm, friendly, and professional team, apply now!
