Do you have strong administration experience within financial services? Do you have experience handling New Business Applications and processing with a variety of products?
Our client, a leading specialist in wealth management and financial planning, is looking for a proactive and detail-oriented Paraplanning Administrator to join their team.
Your Responsibilities:
* Prepare suitability letters and non-complex recommendation reports
* Support paraplanners with research and documentation collation for financial planning reports
* Maintain accurate and compliant client files and CRM records
* Coordinate between internal teams and third-party providers to facilitate efficient workflows
* Schedule client meetings and ensure all necessary documentation is prepared
* Provide administrative support on ad-hoc tasks and projects
* Peer review and quality check colleagues’ work when required
Your Skills:
* Experience in new business applications, processing, and experience with a wide variety of products
* CF1, R01 or equivalent qualification is desirable
* Strong academic background, with A-levels (or equivalent) and GCSEs in Maths and English (grades A–C or 5–9)
* Solid understanding of regulated financial advice and investment management
* Excellent attention to detail, ability to multi-task, and strong communication skills
* Competent with Microsoft Word and Excel, and experienced in using client database systems
If this sounds like you please apply today!