Junior Paraplanner

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

Job summary

Bell Cornwall Recruitment is recruiting for a Junior Paraplanner to support Independent Financial Advisors at a boutique firm in Sutton Coldfield. The role is office-based with a salary ranging from £30,000 to £35,000 per year, depending on experience.

The successful candidate will handle day-to-day administration within an IFA practice, process new business, and manage client documentation across pensions, investments, ISAs and protection products. This is not an entry-level position.

Qualifications

• This is not an entry-level role; we expect you to manage day-to-day administration in an IFA practice.
• Experience in processing new business, valuations and policy management on provider platforms is desirable.
• Solid understanding of pensions, investments, ISAs and protection products is preferred.

Responsibilities

• Be the first point of contact for clients by 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 all documentation is accurate and compliant.
• Monitor applications through to completion and keep clients and advisers updated.

Skills

Excellent organisational skills

Strong communication

Customer service skills

Tools

Provider platforms

Online systems

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

This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice.

You'll have:

• Essential: 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

Your responsibilities will include:

• 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.

BELL CORNWALL RECRUITMENT

(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)