Paraplanner Administrator

Who Are We?

We’re an award-winning financial planning practice with multiple offices across the North-West and Cheshire. We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them.

Over the next decade, our aim is to assist 5000 families in attaining financial independence and leaving a legacy, alongside offering fulfilling careers for over 100 team members who resonate with our values. We empower our clients to achieve financial freedom and create a lasting legacy, while supporting our team members in finding satisfaction in their work, advancing in their careers, and taking pride in their accomplishments.

KBA are passionate about giving back to the community and helping those who need it where we can. We do this on both a company level and an individual level to engage with amazing causes close to our hearts.

We’re currently a talented, ambitious team of over 40 people with plans for continued growth over the years to come. Having doubled in size in the last few years and growing our turnover by over 25% per year consistently, it’s an exciting time to consider a career with us at KBA.

Our ethos is that we want to help people have better lives. That includes our team members, clients, and causes that are close to our hearts. So why not be part of this exciting, growing team that genuinely cares about your future and the impact we have on you, the customers, and the communities in which we operate?

The Role

We’re on the hunt for a Paraplanner Administrator to join us at KBA where you will be working in a small, close-knit team to ensure the efficient and effective management of day-to-day tasks in support of our advisers and their clients.

Day to Day Accountabilities

• Provide research and administrative support to the team to develop suitable client recommendations and process front end pension and investment business process.
• Prepare first meeting packs for clients and help with events.
• Produce all relevant paperwork and regulatory requirements for the team to present potential solutions to clients.
• Progress to producing compliant and detailed Client Suitability Reports
• Assist in the management of client relationships including attendance at client meetings, receiving client phone calls and providing information of a technical nature if requested.
• Produce regular client portfolio reviews, technical and industry updates with relevant additional commentary to support the client proposition.
• Help with internal administration as required.

Key Responsibilities

• Contacting prospects or clients to arrange meetings and update current information.
• gather necessary information from client so that a financial analysis can be completed.
• Chase providers to get the information as quickly as possible and ensure all information is accurate.
• Produce crib sheets, quotes and illustrations and update cashflow forecasts.
• Manage the delivery of ongoing service requirements, maintaining accurate records.
• GDPR maintenance.
• Update the clients in a timely manner.
• Produce client facing material in preparation for ongoing service meetings.

Additional Responsibilities Where Required

• Process new business applications, establish and maintain accurate records for new clients.
• Update clients’ files, platform and provider records where appropriate to ensure correlation with the internal CRM.
• Provide efficient resolution to client queries and ensure clients receive effective communication regarding case processing.
• Manage proactive client communications ensuring the practice delivers service requirements in line with the Practice client proposition.
• Liaise with our networks and key providers to ensure all practice material is relevant and up to date and all practice members are aware of changes and updates. Act as the primary point of contact with providers and Openwork for issue resolution and disputes.
• Lead and develop proactive marketing to new and existing clients, recognising and opportunities and marketing to clients accordingly.
• Research and evaluate external developments in own specialist area and recommend ways in which the Practice may benefit from their implementation.
• Deliver projects within own specialist area to meet defined business objective.
• Compliance - understand and adhere to the practice and KBA systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies. This includes completion of any mandatory training requirements.
• Financial Controls - Ensure all expenditure commitments (orders, contracts, budgets etc) and all payments are properly authorised, controlled and monitored, in accordance with delegated authority requirements.

Requirements

• Preferably experience in a Financial Services or Administration role
• Excellent literacy and numeracy skills
• Strong interpersonal and organisational skills
• Working knowledge of Office 365

Benefits:

• 25 Days holiday plus bank holidays and your birthday off
• Life Insurance
• Income Protection
• Bonus scheme
• Pension - Salary sacrifice matched up to 5%
• Death in service 4x your salary
• We offer study and exam support
• Discounted financial products and advice
• Learning library