My client is a boutique advice practice based five miles southeast of Norwich.
My client is currently looking for an experienced Paraplanner who is capable of hitting the ground running, you must be capable of carrying out report writing and research independently.
You will join my clients already experienced team of administrators, supporting the businesses team of advisers in this position with a sole focus on paraplanning.
Key duties
You will write suitability reports for clients of the firms advisers, these reports are sometimes of a technical nature
You will conduct whole of market research
You will carry out file reviews
You will carry out ad hoc Project work
You will liaise with Advisers and the administration team to ensure work is prioritised and deadlines met
You will speak with insurance companies and investment companies to obtain specific information
You will use my clients back office system to construct data records and obtain information for existing clients
You will assist my clients advisers, ensuring business is processed efficiently and accurately
You will comply with FCA rules and internal compliance procedures
Key personal skills required for this role are:
Honesty
Integrity
Reliability
Ability to work well under pressure
Good knowledge and experience of using Microsoft office and Excel
Mathematics and English qualifications (grade C and above)
A good telephone manner
Experience within financial services, ideally within a holistic IFA firm
Benefits:
25 days holiday
Free Parking
Home working one day per week * Friday (hybrid)
Annual bonus (ad hoc)
Finance and support financial qualifications
Personal development is encouraged, and my client has a track record of developing administrators to advice level, if of course you wish to progress, there is no pressure to.
9-5 Monday to Friday (45 minutes for lunch)
Experience:
Financial services: 2 years, ideally one year paraplanning (required)
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