Job Information

Our Client is part of a large group of Financial Advisors who requires a Financial Services Administrator Paraplanner who is ideally working towards FS Diploma


Duties


To support a team of advisers in their day to day duties. Liaising with clients, keying client information to our back office systems (intelligent office and SWIFT). Preparing client documents, including suitability reports and information for client appointments, 1st, 2nd and ongoing review appointments. Ensuring all new business requests are processed within a timely manner. Must be efficient and remain calm when working under pressure.





Administrator Job Specification
• Reviewing existing plans and researching new products as per guidelines set out by compliance.
• Preparing suitability reports using suitability templates across all products (Investments, pension, life)
• Preparing first meeting and sign up meeting packs and documentation
• Processing new business across Investments, Pensions and Life products.
• Processing surrender, withdrawal and fund switch requests across Investments, Pensions and Life products.
• Chase pipeline business for any outstanding requirements until completion and ensuring that business is placed on risk as per suitability recommendations.
• Data inputting of all client information and plan details using Intelligent Office and SWIFT
• Liaising and dealing with Client, Adviser and Provider correspondence including telephone, email and letter all within a timely manner.