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Administrator / Trainee Paraplanner
Job Posted: 2 days ago
Salary: £ 29,000 - 35,000 / Annum
Job Type: Permanent
Location: Norwich, Norfolk
Expire in: a month
Job Description
My client is a boutique advice practice based five miles southeast of Norwich.
My client is currently looking for an experienced administrator with exposure to paraplanning, you will ideally already be carrying out report writing and research autonomously or ready to work at this level with some exposure in your current role.
You will join my clients already experienced team of administrators supporting the businesses team of advisers in a dual role but with a focus on typical paraplanning duties.
Key duties
You will write suitability reports for clients of the firm’s advisers, these reports are sometimes of a technical nature
You will conduct whole of market research
You will carry out file reviews
You will carry out ad hoc Project work
You will liaise with Advisers and the administration team to ensure work is prioritised and deadlines met
You will speak with insurance companies and investment companies to obtain specific information
You will prepare of investment reports and review packs for existing clients
You will prepare new business packs for prospective clients of the firm
You will use my clients back office system to construct data records and obtain information for existing clients
You will assist my clients advisers, ensuring business is processed efficiently and accurately
You will comply with FCA rules and internal compliance procedures
Key personal skills required for this role are:
• Honesty
• Integrity
• Reliability
• Ability to work well under pressure
• Good knowledge and experience of using Microsoft office and Excel
• Mathematics and English qualifications (grade C and above)
• A good telephone manner
• Experience within financial services, ideally within a holistic IFA firm
Benefits:
25 days holiday
Free Parking
Home working one day per week * Friday (hybrid)
Annual bonus (ad hoc)
Finance and support financial qualifications
Personal development is encouraged, and my client has a track record of developing administrators to advice level, if of course you wish to progress, there is no pressure to.
Experience:
• Financial services: 2 years, ideally one year paraplanning (required)Before You Apply
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- Bank details.
- National Insurance number.
- Date of birth.
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