Job Information

Our Clients are a successful, friendly, boutique, firm of Financial Advisors based in Norwich. 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 Intelliflo back office system

- Familiarity with tools such as Financial Express Analytics would be advantageous but essential
Salary in the region of £30,000 + Benefits