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Snr. Administrator/Paraplanner
Harrogate
c. £40,000, plus benefits
Duties and responsibilities include:
- Ability to deal with the technical Administration duties and prepare Financial Plans, Suitability Reports and Letters.
- Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection.
- Assist with client meetings when required, including note taking and follow up any actions as required.
- Manage your own workflows and tasks.
- Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team.
Requirements:
- Good understanding of the financial planning process and associated compliance aspects.
- Driven and focused with the ability to complete tasks under pressure on time and right first time.
- Experience of IFA Administration/Report Writing.
- Technically proficient across all areas of financial planning, especially investments and pensions.
- Ability to use technical financial planning tools, including Intelligent Office and other back office software.
How to apply:
Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on
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