Are you an experienced financial services administrator / paraplanner, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Paraplanner / Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Duties for this role will include:
- Providing full Paraplanning, including provider and product research, analysis, portfolio analysis, and suitability report writing
- Management of your own workflows and tasks. Working on own initiative to achieve agreed outcomes and consistently meeting agreed service levels without supervision.
- You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering.
- Excellent organisational and communication skills.
You will have:
- Organised with the ability to multi-task.
- Working knowledge of the regulated Financial Services Industry
- Experience of producing bespoke technical suitability reports.
- An exceptional working knowledge of Microsoft word, Excel and Outlook with the ability to quickly familiarise yourself with various systems.
- Be able to pull the relevant information from Fact Finds to complete cohesive, comprehensive reports.
- Highly competent user of Microsoft Word, Excel & Outlook.
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
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