Paraplanning Support Administrator

Prestige Recruitment Group; Knutsford; On-site; GBP 28,000 - 34,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Prestige Recruitment Group is recruiting on behalf of a well-established financial planning firm in Cheshire for a Paraplanning Support Administrator in Knutsford. Hybrid working is available (1-2 days from home) with a salary range of £28,000–£34,000.

You will support the paraplanning team, service existing clients, handle illustrations and reports, and liaise with advisers and product providers. The role requires at least 2 years in financial planning, knowledge of pensions, investments and

Qualifications

• At least 2 years' experience in Financial Planning/Wealth Management.
• Experience with platforms and back-office systems.
• Understanding of the financial planning process.
• Knowledge of pensions, investments and protection products.
• Experience producing or supporting suitability reports is advantageous.
• Desirable Level 4 Diploma in Regulated Financial Planning.
• Excellent written and verbal communication skills.

Responsibilities

• Support the Paraplanning team with day-to-day casework and administration.
• Receive and act on instructions from Advisers and Paraplanners after client meetings.
• Service existing client business including platform and provider-related work.
• Obtain illustrations and product information from providers.
• Analyse client information and undertake basic plan, product and fund research.
• Assist with preparation of suitability letters and reports.
• Maintain accurate client records using the back-office system.
• Liaise with clients and providers regarding information and queries.
• Provide supporting records for research and keep files compliant.
• Manage workload while supporting the Paraplanning team.
• Assist with ad-hoc projects as required.

Skills

Paraplanning

Client communication

Financial planning

Back-office systems

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Platform experience

Illustrations

Job description

Paraplanning Support Administrator

Location: Knutsford, Cheshire
Salary: £28,000 - £34,000

Hybrid working – 1-2 days working from home

The Role

We are working with a well-established Financial Planning firm in Cheshire that is looking to recruit an experienced Paraplanning Support candidateto join their team.

This is a varied opportunity, supporting the existing paraplanning team while also taking responsibility for servicing existing clients, platform-based work, illustrations and liaising directly with clients and product providers.

You will analyse client information, carry out basic financial research and assist with producing clear, accurate and compliant suitability reports, ensuring a high-quality service is delivered to clients.

Key Responsibilities

• Supporting the Paraplanning team with day-to-day casework and administration.
• Receiving and acting on instructions from Advisers and Paraplanners following client meetings.
• Servicing existing client business, including platform and provider-related work.
• Obtaining illustrations and product information from providers.
• Analysing client information and undertaking basic plan, product and fund research.
• Assisting with the preparation of suitability letters and reports.
• Maintaining accurate client records using the firm's back-office system.
• Liaising with clients and product providers regarding outstanding information and queries.
• Providing supporting records for research undertaken.Ensuring client files remain accurate, complete and compliant.
• Managing your own workload effectively while supporting the wider Paraplanning team.
• Assisting with ad-hoc projects where required.

About You

The successful candidate will ideally have:

• At least 2 years' experience within a Financial Planning/Wealth Management environment.
• Experience working with platforms and computerised back-office systems.
• A good understanding of the financial planning process.
• Knowledge of pensions, investments and protection products.
• Experience producing or supporting suitability reports would be advantageous.
• Ideally working towards, or holding, the Level 4 Diploma in Regulated Financial Planning.
• Excellent written and verbal communication skills.

What's on Offer?

This is an excellent opportunity for an experienced Paraplanning Support professional looking to develop their career within a successful Financial Planning business.

If you're organised, technically minded and enjoy working as part of a collaborative team, we'd be keen to hear from you.

INDP