We are looking for a personable, capable and well-organised Paraplanning Support Administrator (PSA) to join our team.
This is an exciting opportunity to play an important role in supporting our internal Paraplanning Team and helping us deliver a consistently high standard of service to our clients.
The role
Your responsibilities will include:
- Preparing and submitting new business applications.
- Requesting information from product providers and following up on outstanding requests.
- Producing client review packs, valuations and supporting documentation.
- Assisting with new business and product research and comparisons.
- Liaising with financial advisers, product providers and other third parties.
- Supporting compliance processes and file-checking requirements.
- Preparing letters, reports and other client documentation.
- Keeping case records and back-office systems accurate and up to date.
- Managing multiple cases and helping to ensure work progresses within agreed timescales.
About you
You will ideally have:
- Previous administration experience within an IFA or financial planning firm.
- A good working knowledge of pensions, investments and protection products.
- Experience using provider platforms and financial-services back-office systems.
- Strong organisational skills and excellent attention to detail.
- Confidence communicating with advisers, providers and other third parties.
- The ability to manage a varied workload, prioritise tasks and work independently.
- A positive, collaborative and client-focused approach.
The following would be beneficial but are not essential:
- Broader technical knowledge of financial products and the advice process.
- Experience using systems such as:
- CashCalc
- FE Analytics
- O&M
No formal qualifications are required to apply. We are happy to support further professional development and qualifications for the right person.
What we can offer
You will join a busy, vibrant and technically experienced team that is passionate about making high-quality financial advice accessible.
You will play a pivotal role in helping us deliver a client service that is professional, clear, concise and easy to understand.
We are proud to offer a supportive and flexible working environment, together with opportunities for professional development and career progression.
- Salary: Up to £30,000 depending on experience
- Location: Head Office, Westbourne
- Working arrangement: Office-based, although we are open to conversations about hybrid working arrangements following successful training
- Hours: Full time
- Holiday entitlement: 24 days’ annual leave plus statutory/bank holidays
- Health plan: Health Cash Plan after 2 years
- Study plan: Up to 6 days’ study leave and up to £2,500 towards relevant qualification costs
- Other: Employee Assistance Programme
- Professional development: Support for relevant qualifications and ongoing training
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