Administrator / Junior Paraplanner

My client is a successful boutique financial adviser practice. It has an exciting opportunity for an experienced IFA administrator to work closely with the financial advisers as part of a friendly support team.

The role would suit someone happy to contribute in an administrative capacity or someone seeking to pursue a career in a paraplanning capacity, with exam support and training provided.

Responsibilities include:

• Providing administrative support to the Financial Advisers
• Gathering information and producing presentation reports
• Preparing client valuations, illustrations and suitability letters
• Arranging client meetings which will include direct client contact
• Organising refreshments for meetings
• Using Intelligent Office back-office system
• Setting up new business applications, tracking business applications and pipeline
• Handling confidential information and dealing with discretion at all times

The role requires

• An understanding of the financial planning process
• The ability to achieve agreed outcomes without supervision, prioritise and plan own workload
• Be detailed, accurate and articulate with excellent interpersonal skills, both written and verbal
• Good IT skills
• Ability to work independently and as part of a team

The ideal candidate will have previously worked within the financial services industry and have some knowledge of the market and products.

This is a full-time office-based role.