Junior Paraplanner - IFA Administrator

A rare opportunity exists for an experienced Financial Services Administrator to join one of the most exciting and ambitious national financial advisory firms as a Junior Paraplanner at their office in Kingsbridge.

Applications are welcomed from administrators, case managers and junior paraplanners currently working within financial services, who are looking for an exciting career move, mature working environment and the opportunity to develop a rewarding career, to DipFS status.

Job Skills

· Strong previous administration background

· Excellent organisational skills

· Able to self-manage their day

· Self-starter

· Works well to deadlines

· Ability to track work and provide chasers to ensure work is completed efficiently in a timely manner

· Telephone skills, both incoming and outgoing

· Works well under pressure and able to reorganise their day to meet urgent requests from the team

· Works well in a team as well as on their own

· Takes initiative when completing tasks

· Willing to learn new skills and develop more complex financial administration skills over a 12-18 month period

· Report writing and research

Tasks

· Issuing reports and letters, completed by the team to clients.

· Completing application forms on behalf of clients.

· Issuing forms to clients and sending completed forms to providers.

· Actioning post received in the office and via head office.

· Business submissions.

· Annual Review submissions.

· Chasing outstanding applications/transfers/other work

· Tracking outstanding submissions

· Preparing packs for client meetings

· Manage a diary chasing system

· Issuing letters of authority to providers, tracking receipt of form by provider and chasing required information.

· Housekeeping of in house system.

· Filing, scanning and general housekeeping

The successful applicant will have

· A minimum of 1 year of financial services experience.

· Level 4 Diploma or working towards.

· Ability to engage with colleagues and clients of all backgrounds.

· Excellent organisational skills.

Due to the anticipated high level of interest in this opportunity, if you have not heard back from your application within 7 days, please assume that you have been unsuccessful on this occasion.