Paraplanner / Administrator

Introduction

My client is a fully independent whole of market IFA firm based in the North Leeds areas, providing locally based individuals, HNW clients and business with sound Financial Planning services and advice.

Position

We are currently seeking a hybrid Paraplanner / Administrative member of staff to join an existing team of Paraplanners / Administrators who are supporting 6 Financial Advisers in their daily duties. Specifically, you will be involved with:

• Producing suitability reports for new business and writing client review letters using in-house templates
• Investment and product research
• Putting together client review packs
• Processing new business
• Investment switches/withdrawals/top ups etc
• Using 3rd party software packages i.e. Intelliflo, Dynamic Planner, Adviser Asset, Defaqto etc
• Using product provider platforms especially, M&G, Fidelity, Standard Life, Quilter, Scottish Widows
• Diary management, LOA’s etc
• Dealing with clients by email and telephone

Initially this role will be 100% office based, however once assessed and competent the successful individual will be allowed to work from home 2 days a week.

We would ideally be seeking a candidate who has worked within an Administrative role within the Financial Advisory sector between 1-3 years, ideally you will be studying towards a Diploma in Financial Planning and have a few exams under your belt already, however if you do have sufficient experience, then you will also be considered without, with the ability to start studying towards your qualifications with the firm.

Benefits

Salary of £28,000-£32,0000 p.a. dependent on experience

Annual bonus

Pension scheme, Death in Service and Private Medical Insurance

25 days holiday plus bank holidays (2 days must be kept for between Christmas and New Year when the office is closed).