Job Information

We are recruiting for an Administration/ Paraplanning role, ideally someone who is happy to work in both areas for our clients in Buckinghamshire. A successful Boutique style Wealth Management firm.

Candidates with experience of Voyant/ Cash Flow Modelling would definitely be of interest, although this isn`t essential.

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 working towards CII Diploma 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.