ADMINISTRATOR/ PARAPLANNER (trainee considered) – 35 hours per week

Service Service Employment Agency Limited; Norwich; On-site; GBP 32,000 - 36,000; Full time

Job summary

A leading financial services company seeks an Administrator / Paraplanner to join their team. You will support the Managing Director with administrative tasks while ensuring exceptional service to valued clients. This role presents an excellent opportunity for someone aspiring to grow in the financial services sector.

Benefits

Free Car Parking

Group DIS

Perkbox Discount Scheme

Group Pension Membership

Qualifications

• Previous experience in administration within an IFA practice preferred.
• Experience in paraplanning processes is advantageous.
• Good communication and organizational skills are essential.

Responsibilities

• Updating client records and completing new business applications.
• Administering fund withdrawals and existing plans.
• Providing valuations and review letters to clients.

Skills

Communication

Organizational Skills

Attention to Detail

Ability to Work Under Pressure

Teamwork

Tools

Intelligent Office

Transact

FE Analytics

Job description

My client is looking for either an aspiring or experienced Financial Services savvy professional to join them as an Administrator / Paraplanner, the ideal candidate will ideally have worked in holistic financial planning in the capacity of an administrator who is looking to further their career or be someone new to the sector with a transferable background and/or a keenness to build a career in the Financial Services world.My clients’ offices are just outside of the city centre to the East of Norwich, they are a close-knit group, who are extremely friendly and supportive with excellent staff retention; this role has arisen out of a requirement for additional adviser support due to the internal progression of existing staff, a vacancy has become. This role will be to support the Managing Director with their administration and paraplanning tasks.Salary level: £32,500 -£35,500 depending on experienceJob Type: Permanent, Office BasedHoliday: 25 days per annum plus bank holidays (Discretionary time off at Christmas/New Year)Hours: Monday to Friday 9am- 5pmLocation: Office based, Norwich, NorfolkBenefits: Free car parking, Group DIS, Perkbox discount scheme and Group Pension membership following successful completion of probationary periodThis position entails working closely with the MD and providing one to one support on all aspects of business processing. You will liaise with clients and product providers on existing and new business via the telephone, email and letter.The key tasks of the Administrator/ Paraplanner include:

• The updating of client records from fact finds and meeting notes
• Completing new business applications – to include preparation of illustrations and forms
• Administering the withdrawal of funds
• Completing fund switches/buys
• Completing the administration of existing plans
• Providing client valuations and review letters
• Completing post-retirement Cashflow Modelling by compiling reports using SelectaPension
• Completing fund and product research using tools such as FE Analytics
• Administering the risk profiling of clients
• Completing suitability report preparation

My clients procedures for both new business and client reviews are well established, and training can be provided.Occasional cross-team support will be required to cover holiday’s and/or sickness.Key Skills

• Previous experience in administration processes within an IFA practice is desirable
• Experience of Paraplanning processes within an IFA practice would be an advantage, but are not essential
• Experience of Intelliflo and Transact is desirable
• Knowledge of products and procedures
• You will be articulate, a good communicator and have excellent organisational skills
• The ability to work within an established team structure
• The ability to prioritise your workload
• Experience of performing to a high standard in a pressurised environment, where necessary
• Hold a good attention to detail

My client is a long-established, busy practice and it is important that their valued clients and their money is looked after efficiently and appropriately. My client have been a directly authorised Advisory Firm since 1996.My clients back-office system is Intelligent Office which is used for all admin processes. Transact is their preferred platform, with Aviva as their secondary platform.