Job Information

Our client a firm of FInancial Advisors with offices throughout Essex and the East of England require a Paraplanner on a full or part time baasis for their office in Colchester.



ADMINISTRATOR PARAPLANNER


The role

Supporting the Consultants by undertaking client related administration including:

• 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;
• communicate with clients on case progress;
• produce recommendation letters for additional investment into existing policies;
• undertake product and provider research including selecting funds from the Tenet Research panel;
• 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

The Candidate

• it is required that Administrator Paraplanners have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic level of technical knowledge which is required in order to undertake the job of a Paraplanner;

• understand IRESS Adviser Office, Microsoft Office, Selectapension, Tenet Research and other technical software packages;
• 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.