Job Information

Our Clients are Independent Financial Advisors and Asset Manager to Ultra High Net Worth Clients. They specialise in Private Clients.
Due to demand and growth require an Asset Management or IFA Administrator Paraplanner for their plush Offices in Mayfair.

Duties:
To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients;
to complete tasks in an efficient and timely fashion and not to undertake a task which would take a higher time cost than that which an Independent Financial Adviser could take.

Typical Tasks:
Maintenance of client and portfolio records;
Preparation of client files for annual or half yearly reviews;
Process client new business and general client administration as required;
Produce financial product and investment product recommendation reports;
Undertake product and provider research
Preparing necessary paperwork and application forms for client meetings;
Communicate with product providers on case progress, compliance issues and record keeping. Deal with provider errors and mistakes and rectify these;
Attend client meetings as required and produce notes of meeting, confirming action points to be undertaken by either the independent financial adviser, the client or another third party.

Knowledge, skills & qualifications:
It is required that administrator paraplanners have, or aim to achieve, or has achieved relevant qualifications either in financial advice or investments and demonstrates high level of technical knowledge which is required in order to undertake the job of a paraplanner;
Excellent understanding of back office systems
Organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients;
Understand the advice process and the need for a commercial relationship with clients;
Strong communication skills and excellent analytical skills; and
A good team player with a flexible approach.

You will be rewarded with an above average salary in the region of £50,000