Junior Paraplanner

Bell Cornwall Recruitment; Birmingham; On-site; GBP 30,000 - 35,000; Full time

Job summary

Bell Cornwall Recruitment is currently recruiting for a Junior Paraplanner at a small, boutique financial planning practice in Sutton Coldfield. The role is office-based and offers a salary of £30,000 to £35,000 p/a depending on experience.

You should have previous IFA administrator experience, be familiar with pensions, investments, ISAs and protection products, and be highly organized with strong communication and customer service skills.

Qualifications

• Experience as an IFA Administrator within an IFA or financial planning firm.
• Familiar with provider platforms and online systems to process new business and valuations.
• Understanding of pensions, investments, ISAs and protection products.
• Excellent organizational skills and exceptional attention to detail.
• Strong communication and customer service skills.

Responsibilities

• Be the first point of contact for clients via phone, email and in person.
• Manage advisers' diaries and arrange client meetings.
• Prepare client meeting packs, valuations and review documentation.
• Process new business for pensions, investments, ISAs and protection policies.
• Submit applications and ensure documentation is accurate and compliant.
• Monitor applications through to completion and update clients and advisers.
• Liaise with investment platforms and providers to resolve queries.

Skills

IFA Administrator experience

Experience with provider platforms

Understanding pensions investments ISA

Excellent organizational skills

Strong communication and customer

Tools

Provider platforms

Job description

Junior Paraplanner

Sutton Coldfield (Office based)

£30,000 to 35,000 p/a depending on experience

Bell Cornwall Recruitment are currently searching for an experienced Junior Paraplanner or an experienced administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield.

The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future.

The help with range of different 'products' from Pensions, Investments, Protection and more.

What we're looking for

• Previous experience working as a IFA Administrator within an Independent Financial Adviser (IFA) or financial planning firm.
• Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications.
• A good understanding of pensions, investments, ISAs and protection products.
• Excellent organisational skills and exceptional attention to detail.
• Strong communication and customer service skills.

What you'll be doing

• Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person.
• Managing advisers' diaries and arranging client meetings.
• Preparing client meeting packs, valuations and review documentation.
• Processing new business for pensions, investments, ISAs and protection policies.
• Submitting applications and ensuring all documentation is accurate and compliant.
• Monitoring applications through to completion and keeping clients and advisers updated on progress.
• Using provider platforms to obtain valuations, process transactions, request information and service existing business.
• Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information.
• Preparing paperwork for annual reviews and ongoing client servicing.

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)