Paraplanner

Posted 26 March by Cameron James Featured

Our Clients are a successful, boutique, firm of Financial Advisors based in the city. Due to expansion require a Paraplanner, Senior Administrator who is able to conduct these duties.
- Entering new business including all file documentation onto the back office
- Providing valuations and portfolio reports
- Liaising with clients as required by e-mail phone or face to face as required
- Researching products and portfolios for advisers and their clients

- Completing and submitting application forms to providers and chasing these through to completion
- Provide support to the rest of the back office team where required
- Answering the office phones when others are away from their desk
- Meeting and greeting clients that visit the office
- Making new business and review phone appointments for advisers

- Producing full suitability reports for advisers based on the client`s needs, objectives and attitude to risk

The ideal candidate will have:

- competent with the Microsoft Word, Excel and Outlook
- excellent communication skills, both written and verbal
- comfortable and happy working in team based environment
- pleasant and competent telephone manner

- a desire to gain or increase knowledge of financial services through taking relevant qualifications
- Knowledge of financial services products and the FCA regulatory regime
- Capable of delivering against a detailed set of production and compliance targets
- An understanding of the Intelligent Office back office system
- Familiarity with modern Wraps and in particular AXA Elevate

- Familiarity with tools such as Selecta pension, Paraplanning online, Avelo and Financial Express Analytics

Salary £35,000 to £45,000 Plus Benefits

Required skills

  • Investment
  • Pension
  • Suitability reports
  • AXA

Application question

Are you an experienced Paraplanner or IFA Administrator?

Reference: 34460211

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