Job Information

� To provide business support to oneFinancial Adviser, working within the agreed business objectives
� To be proactive within this varied role, which will encompass elements of report writing, compliance, research and general financial services administration
� Potential to also work with the Practice Manager and further develop the role
� To provide shadow support as required for the finance administrator with regards to e-commissions and month end reconciliation
� To maintain the highest possible ethical and professional standards at all times



BSU Paraplanner/Senior Administrator



� To assist with non-advisory paraplanning , plus provide administrative support
� Current and detailed knowledge of intermediary market in financial services
� To compile suitability reportsfrom structured templates
� Preparing research, agendas and paperworkfor client review meetings

� Administrative support to encompass the processing of research, new business and client valuations

� To act as a liaison point for clients and providers

� To maintain and update client information
� To assist in the development and use of research software such as IRESS/XPLAN, AWS Morningstar and Selectapension(full training provided)
� Pursue personal development of skills and knowledge necessary for the effective performance of the role

� To provide ad-hoc shadow support for the financial administrator with regards to the company financials

� To assist with the reconciliation of e-commissions and
� Potential to develop the role into a Team Leader position



Personal Attributes



� Organised, being able to work on your own initiative
� To be able to prioritise your own workloads, plus that of the Adviser
� Proactive, with an ability to multi-task
� Good technical knowledge and experience of report writing
� Excellent communication skills and a team player

� Professional, responsible and courteous manner, alongside discretion in handling confidential information is paramount



Qualification requirements and Experience



� Good working knowledge of Microsoft Office & Outlook
� Knowledge of IRESS/XPLANSoftware and AWS Morningstar would be an advantage
� Have at least 5years� relevant experiencewithinFinancial Services, plus experience within report writing