Senior Administrator / Paraplanner
Office based in Fleet, Hampshire
A negotiable salary of £32,000 - £35,000 plus benefits
Growth and Development opportunities available
We are recruiting for one of our partnership businesses based in their Fleet, Hampshire offices. With more than 35 years' experience of working with clients, making a positive change to lives is what drives our client on a daily basis. They take pride in their inter-generational work - supporting clients and their families on their journey's.
Due to expansions and demand they are on the hunt for a Senior Administrator / Paraplanner to join the growing team. This role would suit someone looking to build a career in the business and be part of its success.
Applications for this vital role are particularly welcome from proactive and conscientious individuals with the ability to identify and resolve issues at source whilst maintaining a calm, welcoming demeanour with clients and Advisor's alike.
We welcome those that are fully qualified in Financial Advice but also those starting out their qualification and wanting to continue.
Key Accountabilities
- Provide technical, research and admin support to the advisers.
- Submit new business and follow up pipeline through to issue.
- Maintain high documentation standards in line with company and statutory compliance.
- Maintain regular communication with clients throughout the advice process and build long term relationships. This includes booking meetings and follow up reviews
- Adhere to a culture that treats clients fairly and focuses on long term sustainability of client relationships.
- Maintain all back-office systems e.g. Microsoft 360, word, excel, mortgage sourcing software.
- Prepare regular Valuation Reports for investment clients.
- Prepare onboarding paperwork for clients including new applications; servicing forms; trusts; fee agreements; invoices.
- Submit life /mortgage and investment / pension applications (paper; online)
- Deal with general (existing) client enquiries (where no advice is required)
- General administration including setting up and maintaining client files and records.
- Be confident and have experience of the use of fund platforms.
- Be familiar and able to build cashflow forecasts for adviser presentation meetings.
Skills & Experience
- At least 2 years in a financial services administrative/paraplanning role
- Strong technical experience in writing Suitability Letters and Client Reports
- Working knowledge of office 365
- Good organisational skills and interpersonal skills ability to multitask and prioritise effectively.
- Sound technical knowledge of investments, pensions, and protection
- Attention to detail is a must; able to work to deadlines; thoroughness.
- Friendly disposition with clients, work colleagues and business contacts - good telephone manner
- Honest and reliable, able to maintain client confidentiality.
- Good working knowledge of Word, Excel, Microsoft Outlook
- Experience of CRM systems
If you want to join a friendly and professional team wanting to grow, please apply below