Junior Paraplanner

Responsible for administration of the financial advisory offering. The role holder will be accountable for implementing and maintaining our Wealth Planning administration services.

• Writing Planned Summaries
• Responsible for the smooth delivery of the administration of the financial advisory business;
• Own the administrative tasks and workflow;
• Arranging authority on existing plans, monitoring responses from providers and collating the information received;
• Data and document preparation for new clients and existing client reviews;
• Case management using a Client Relationship Management system; ability to accurately record and maintain client and plan data;
• Respond professionally and capably to administration queries from third parties including clients, providers, Wealth Planners and Investment Managers;
• Own the end-to-end application process for new plans;
• Efficient servicing of existing plans;
• Get involved in initiatives to enhance what we do and our client proposition;

• GCSE Maths and English Language or equivalent (grade C or above essential);
• Financial planning qualifications desirable (Ideally Chartered Insurance Institute qualifications);
• Proven track record in administration of financial advice, ideally working as an administrator for a financial advisory firm for at least two years;
• Knowledge of financial planning advice;
• Trained in the Microsoft suite of products especially Excel and financial planning Client Relationship Management and Quotation software;
• Client-centric;
• Energetic, keen to learn and desire to work hard;
• Resourceful and forward thinking;
• Strong communication skills including good written and verbal communication skills;
• Self-motivated, with excellent attention to detail and organisational skills.

Reference: 3968