Administrator / Paraplanner Designate

This is a wonderful opportunity for an experienced IFA Administrator looking to progress their career to Paraplanner by joining this unique and friendly firm. There are great internal opportunities and development for their people within this friendly and welcoming office. The ideal candidate will have a background in financial services and possess excellent organisational skills.

The role will be supporting Partners and a Paraplanner to deliver the highest level of service to clients by creating quality and compliant advice documents.

Responsibilities to Include:

· Providing high level technical and administrative support to the Partner/Practice Manager/Paraplanner;

· Researching and analysing financial products to meet client requirements and objectives;

· Working with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process;

· Dealing effectively with queries from clients and other parties through effective communication;

· Preparing files including compliance required documentation; research; illustrations and supporting documentation;

· Ensuring that files are complete with all required client identification documentation and necessary application forms;

· Managing all inbound and outbound mail;

· Managing inbound enquires in shared mailbox twice daily;

The Successful Candidate Will Have:

· Previous experience in an office support role, ideally in financial services or related sector;

· Knowledge of relevant regulation and legislation (desirable);

· Experience of client management systems such as Salesforce.

· Experience of the Pension Transfer market (preferred);

· Experience of the administration of IHT and/or Investment products (preferred).

For more information and to discuss the next steps to joining this wonderful organization and team, apply now.