Job Information

JOB TITLE : ADMINISTRATOR PARAPLANNER

Our clients, a firm of Wealth Managers and Financial Advisors have been established for over 30 years.

Job Objective:

• 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;

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;
• Drafting client letters, full admin support to Managing partner

Knowledge, Skills & Qualifications:

• it is required that Administrator Paraplanners have, or aim to achieve, the Certificate in Financial Planning, or the Certificate in Financial Administration.

• good 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
• good team player with a flexible approach.