Junior Paraplanner – Boutique Financial Planning

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

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.