Job Information

Our Client was established as a firm of financial advisers in 1992 with the aim of providing a first class, friendly and professional service to both corporate and individual clients. The Partners have over 80 years combined experience within the financial services sector, and this wealth of expertise is complemented by a team of highly skilled financial advisers and specialist support administrators. They are seeking an experienced Paraplanner.
Position reports to: Admin Manager
Purpose of the role
To support the Paraplanner and Administration team in the provision of high quality, administration
• Excellent inter-personal skills, both written and verbal.
• Excellent report writing skills.
• Accurate with good attention to detail.
• Excellent time management.
• A good level of competence with Microsoft Office to include Word, Excel and Outlook together with a good use of internet utilising various research websites.
Detailed knowledge of the FCA’s rules and requirements.
• Detailed knowledge of the FCA’s and the firm’s record keeping requirements.
• Broad knowledge of the financial services sector.
• Assisting with the day to day processing of business alongside using their knowledge for a variety of administration procedures.
• Part Qualified or working towards Diploma in Regulatory Financial Planning
Responsibilities General
• Keep up-to-date with new product
• Comply at all times with the firm’s Compliance; Training & Competence; Complaints and Data Security policies / procedures.
• To ensure that the firm’s clients are treated fairly at all times.
• To work as part of a team alongside the firm’s advisers and administrators to provide clients with a professional ongoing Financial Planning experience.