My client is looking for an experienced Financial Planning savvy professional to join them as an Administrator / Paraplanner, the ideal candidate will have worked in holistic financial planning in the capacity of an administrator who is looking to further their career or be someone new to the sector with a transferable background and/or a keenness to build a career in the Financial Services world.
Additional exposure to elements of Paraplanning such as research and report writing would be advantageous but not essential.
My clients’ offices are just outside of the city centre to the East of Norwich, they are a close-knit group, who are extremely friendly and supportive with excellent staff retention. This role has arisen out of a requirement for additional adviser support due to the internal progression of existing staff. This role will be to support the Managing Director with their administration and paraplanning tasks.
Salary level: £33,800 -£36,500 depending on experience
Job Type: Permanent, Office Based
Holiday: 25 days per annum plus bank holidays (Discretionary time off at Christmas/New Year)
Hours: Monday to Friday 9am- 5pm
Location: Office based, Norwich, Norfolk
Benefits: Free car parking, Group DIS, Perkbox discount scheme and Group Pension membership following successful completion of probationary period
This position entails working closely with the MD and providing one to one support on all aspects of business processing. You will liaise with clients and product providers on existing and new business via the telephone, email and letter.
The key tasks of the Administrator/ Paraplanner include:
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Previous experience in administration processes within an IFA practice
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Experience of Paraplanning processes within an IFA practice an advantage, but not essential
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Experience of Intelliflo and Transact - desirable
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Knowledge of products and procedures
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Articulate, good communication and organisational skills
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Ability to work within established team structure
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Ability to prioritise workload
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Perform to a high standard in a pressurised environment, where necessary
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Attention to detail
My clients’ procedures for both new business and client reviews are well established, and training can be provided.
Occasional cross-team support will be required to cover holiday’s and/or sickness.
Key Skills
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Previous experience in administration processes within an IFA practice is desirable
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Experience of Paraplanning processes within an IFA practice would be an advantage, but are not essential
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Experience of Intelliflo and Transact is desirable
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Knowledge of products and procedures
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You will be articulate, a good communicator and have excellent organisational skills
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The ability to work within an established team structure
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The ability to prioritise your workload
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Experience of performing to a high standard in a pressurised environment, where necessary
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Hold a good attention to detail
My client is a long-established, busy practice and it is important that their valued clients and their money is looked after efficiently and appropriately. My client has been a directly authorised Advisory Firm since 1996.
My clients back-office system is Intelligent Office which is used for all admin processes. Transact is their preferred platform, with Aviva as their secondary platform
