Our client, a firm of Financial Planners with an excellent reputation for providing holistic Financial Advice are now looking to recruit an additional Administrator / Trainee Paraplanner to join their established team. Supporting a team of Financial Planners, the successful candidate will provide direct support across three key teams within the business, including; Administration, Review and Report Writing.
Duties and responsibilities will be varied and consist of;
Admin team
" Dealing with new business
" Top ups
" Changes in client income
" Withdrawals Handling daily queries from clients and candidates
" Providing management information
" Organising future planning meetings with a client on behalf of the Financial Planner
" Liaise with product providers and other third parties to acquire any additional information
Review team
" Preparing the client review reports for the advisers to take to meetings
" Using both un-house and the Dynamic Planner template
Report writing team
" Preparing suitability reports
" Preparing new business documentation
Candidates MUST come from a similar background and be used to providing direct support to a team of Planners. Those with knowledge of various systems such as
" Intelligent office
" Dynamic Planner
" Provider Platforms - Scottish Widows, Parmenion & Raymond James.
Candidates applying for the role will ideally have at least 2/3 years’ experience working in the with good knowledge working in a similar role. An excellent standard of education and have attained or can evidence working towards Level 4 Paraplanning diploma. Proficient IT skills in core Microsoft Office systems are required, along with knowledge of the Intelligent Office CRM system is a distinct advantage.
NJR REF 15381