IFA ADMIMNISTRATOR / TRAINEE PARAPLANNER

BENEFITS:

4 X DEATH IN SERVICE

75% GROUP PHI

GROUP PERSONAL PENSION SCHEME

25 DAYS HOLIDAYS

OUR CLIENT: A professional firm of independent financial planners and investment managers, and the first firm in the North West to be awarded 'Chartered Status'. They launched their investment committee in 2009, and the company has enjoyed continued growth ever since. They operate from four offices across the North West and Yorkshire.

ROLE: Our Client is now seeking to recruit an IFA Administrator / Trainee Paraplanner to join their professional, growing, and stable team, where you will be responsible for supporting an Adviser on a 1:1 basis. The right candidate must be able to work within a small team and have the confidence to deal directly with clients and providers.

They are looking for an individual who has the drive and determination to succeed in their role, with an eye for detail, a willingness to learn, and a 'can do' attitude.

MINIMUM REQUIREMENTS:

Candidates applying for the role MUST have previous experience in the Financial Services Industry and ideally have commenced or are keen to commit to study with the CII.

DAILY DUTIES: Daily duties will be varied and consist of:

1. Provide 'Pre Sales' administration support to Paraplanner/Advisers, including:
1. Preparation of Engagement Letters
2. Provision of Letters of Authority/Change of Agency Letters
3. Downloading of Fact Find for completion / Client Agreement
4. Obtaining Provider Application Forms
5. Setting up File for new clients
6. Obtain valuations of existing client policies and obtaining quotes
2. Provide up-to-date valuations to Paraplanner/Advisers
3. Ensure back office software is kept up to date
4. Maintain and update email list used by Head Office to issue newsletters
5. General client account maintenance
6. Provide administration services to Advisers and their team as required
7. Manage Adviser diaries, work logs, and meetings
8. Maintain and develop personal knowledge and qualifications to improve ability to support both colleagues and clients. Participate in appropriate company and departmental training, competence, and development initiatives.

It is important that the successful candidate offers quality service delivery. You will be a strong communicator and should be able to build professional working relationships, as well as having the ability to work as part of a team. The ability to use a variety of different systems is also essential, as you will be working on Provider Platforms and Back Office Systems throughout the day.

NJR 14838