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Financial Planning Administrator / Trainee Paraplanner

Financial Planning Administrator / Trainee Paraplanner

Posted 16 March by NJR Recruitment Easy Apply Ended

Financial Planning Administrator / Trainee Paraplanner

Location: Lincolnshire

Salary: £25,000

Exam support and Funding is also available, should you be interested in working towards Industry related exams.

Our client is a leading Independent Financial Planning practice who is now seeking an experienced and talented Financial Planning Administrator to join their team.

As Financial Planning Administrator you will be providing support to a team of highly technical Paraplanners and Financial Consultants. Joining a busy and demanding team, the successful candidate will be working alongside the Companies Financial Advisors and Paraplanner. This is an excellent opportunity that offers progression in Paraplanning.


  • Processing of new business from obtaining quotations, sending applications, monitoring progress and chasing through to completion.
  • Preparing client valuations, which involve gathering details of client’s holdings, updating the software database, preparation of meeting packs to assist your dedicated support.
  • Product research and comparison using relevant computer software,
  • Making up and maintaining client permanent files.
  • Dealing with work arising out of daily post and ensuring client reviews are met within timescales required
  • Cover at lunchtimes answering telephone/annual leave with regards to post duties, drinks and general office assistance
  • Booking FPM appointments and interview rooms when necessary.
  • Ensuring client files are compliant and include current money laundering documents.
  • Prepare applications including obtaining Key Features, Illustrations, Fund Fact Sheets ready for FPM appointments.
  • Invoicing and chasing through payments
  • Providing FPM’s KPI data for quarterly 1 to 1 meetings
  • Additional support to our office administrator with initial and ongoing client charges and ensuring data is recorded appropriate
  • Support with ensuring regulatory information and systems and kept up to date
  • SSAS/SIPP administration work


  • Experience of working in an administrative role in a financial environment
  • Possession of excellent organisational skills, with the ability to prioritise own tasks
  • Attention to detail is essential
  • Possession of an all round knowledge and experience of full Microsoft Office software
  • Posses sound verbal and written communication skills
  • Must be quality and service orientated
  • Must be a good team player with the ability to work under own initiative

For more information please contact one of our specialist consultants Ref: NJR7587

Reference: 34701132

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