Overview
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Direct message the job poster from Willday Wealth Management
Location: Leicester Salary: Based on experience
Join a growing and dynamic financial advisory firm where your experience truly matters. We’re seeking an experienced Senior Administrator/Paraplanner to play a key role in supporting advisers, producing high-quality technical work and helping maintain efficient, compliant processes across the business.
Join a growing and dynamic financial advisory firm where your experience truly matters. We’re seeking an experienced Senior Administrator/Paraplanner to play a key role in supporting advisers, producing high-quality technical work and helping maintain efficient, compliant processes across the business.
Responsibilities
* Client and Provider Communication: Answering incoming calls and responding to queries in a professional manner.
* Chasing providers for outstanding information when required.
* Chasing clients for outstanding information when required.
* Proactively contacting clients or providers directly to obtain missing information rather than relying on advisers.
* Technical and Paraplanning Work: Maintain compliance records and the FCA Daybook.
* Analyse existing policy arrangements once Letter of Authority information is received.
* Complete portfolio overviews for advisers based on Letter of Authority data.
* Produce risk reports, fund research, and cashflow models.
* Produce annual review reports for clients.
* Write suitability letters for all business (e.g. transfers, new policies, top-ups).
* Complete all necessary research to produce reports.
* Complete new business submission sheets and ensuring online submissions are made once cases are fully compliant.
* Conduct research for protection products.
* Prepare recommendation overviews and documentation for adviser meetings.
* Operational and Team Support: Sitting in on adviser meetings at Willday Wealth Management to provide technical or administrative support.
* Quality checking any reports or documents produced by junior staff members.
* Ensuring activities are correctly set for the admin team to chase ongoing work (e.g. transfers, complaints).
* Providing support, guidance, and training to junior members of the team where possible.
* Booking meetings with clients and managing adviser diaries when required.
About You
The ideal candidate will have:
* At least 5 years’ experience in a paraplanning or senior financial services administration role within an IFA or wealth management firm
* Strong technical knowledge of pensions, investments and protection products
* Excellent attention to detail and accuracy in written work
* Strong communication and organisational skills
* Proactive, problem-solving approach and ability to manage multiple priorities
* Confidence using platforms such as FE Analytic, Defaqto, and CashCalc
What Willday Offers
* Competitive salary, dependent on experience
* 28 days holiday, with an additional day given per year of service (capped at 5)
* Optional bike to work scheme
* Pension contributions
* On-site parking
* Gym membership
* Quarterly company social events
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Information Technology
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