IFA Administrator / Trainee Paraplanner - Cranbrook
Our client is looking for a Financial Services Administrator/Trainee Paraplanner to join their team based in Cranbrook, Kent. You will pay a supportive role to the Financial Advisors and Paraplanners, and help deliver an exceptional service to their clients. This role also offers progression to train to become a qualified paraplanner.
Responsibilities:
1. Assist the paraplanning team with various administrative tasks, including but not limited to data entry, file management, and document preparation.
2. Work closely with financial advisers, paraplanners, and other team members to provide seamless support and deliver outstanding client service.
3. Identify opportunities for process improvement and contribute ideas to enhance the efficiency and effectiveness of the paraplanning department.
4. Maintain client records, ensuring confidentiality and accuracy of information in accordance with data protection policies.
5. Collaborate with financial product providers, platforms, and custodians to request and obtain required information and documentation.
6. Conducting research, analysing data to support the financial advisers in ongoing advice.
7. Documenting ongoing advice and preparing accurate and comprehensive reports, based on the information provided by paraplanners and financial advisors.
8. Ensure all documentation and processes adhere to regulatory standards and internal compliance guidelines.
Experience/Qualifications:
9. Preferred qualifications for this role include at least 1 years previous experience in an administrative role.
10. Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
11. Attention to detail is paramount to ensure accuracy in reports and documentation.
12. Strong organizational and time management skills are necessary to effectively handle multiple tasks and prioritize. A collaborative approach to work, flexibility, and a willingness to support team members when required are valued traits.
13. Exceptional written and verbal communication skills are essential for conveying information clearly and professionally.
14. Demonstrated commitment to upholding high ethical standards and handling sensitive information with confidentiality is expected.
15. Excellent telephone etiquette is important, as calls to providers/ advisers will form part of this role.
16. Opportunity for further study and pathway to Paraplanner role