Senior IFA Administrator/Junior Paraplanner - Somerset
A very successful and established professional Financial Services Practice, based in Somerset, are seeking a proactive, self motivated, experienced Senior Administrator/Junior Paraplanner to help with the ongoing growth of their Financial Planning business, through the provision of a quality, bespoke service to their clients, working for a highly qualified team of Financial Planners.
You will be hardworking, tenacious and take huge pride in delivering excellent customer service to both internal and external customers. You will be able to manage your own workload and meet deadlines.
Key duties will include:
• Managing and prioritising Consultant's client work
• Confirming client appointments by letter & enclosing relevant compliance documents
• Preparing meeting packs for client meetings
• Preparation of Investment Summaries, ensuring all data is kept up to date and is accurate
• Processing client authority letters and obtaining detailed policy information
• Updating and maintaining 1st Adviser Office with client personal and policy information
• Processing new business applications and following through until completion
• Dealing with client and product provider queries
• Carrying out technical research to meet the client’s needs
• Producing compliant suitability reports
• Providing technical support to dedicated Consultant
• Processing client queries
• Managing client reviews and maturities
• Performing any other tasks required as delegated by the Consultant
Qualifications & Skills:
• Minimum CFP (1-5) or equivalent; working towards or Diploma qualified
• Experience of having worked in a similar role or environment
• Excellent organisational skills
• Ability to work under pressure and to deadlines
• Excellent interpersonal skills
• Experience of using 1st software and maintaining accurate client records
• Ability to clearly communicate with clients by post, email and telephone
• Ability to manage workloads and meet deadlines and service standards
• Experience of using 1st Software / maintaining accurate client records
• Understanding/working knowledge of Personal taxation & tax fundamentals, Taxation of investments, Investments products, Protection products, Retirement products, Trust & Wills
Salary/Benefits
In return for your skills, experience and qualifications you will be rewarded with a very competitive salary paying between £20,000 - £23,000 (dependent upon experience and qualifications) plus benefits.
Sandringham Wood Recruitment is a member of the Recruitment & Employment Confederation (REC) and is acting as an employment agency in relation to this vacancy.
Please note:
We thank you for your application and please be rest assured that your application will be read thoroughly; if you do not receive a response from us within 3 working days it will be because your application, on this occasion, has not been successful.
The only reason you will have been deemed unsuccessful will be because you either do not have the key experience OR the right level of professional qualifications required for the role.
Also, please do not hesitate to pass our details, or a particular role you’ve seen advertised, onto a colleague/friend as they may benefit from this information and please continue to view our vacancies.
Job details
Ref: JW/1799
Salary: £20,000 to £23,000
Location: [Somerset] Shepton Mallet
Job type: Permanent
