Job Description

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The Job

Senior Administrator/Paraplanning Support

This is a full time Office Based Possition - We are in Beckenham, BR3

Skills required:

Knowledge of writing Suitability reports on a variety of topics including Pensions, Investments, Inheritance tax, and Protection Knowledge of completing cash flow modelling plans ahead of client meetings Provide a high level of technical and administrative support Issuing letter of authorities (LOAs) to providers Chasing financial institutions to provide requested information Completing illustrations and applications for new business Processing New Business and chasing through to completion Completing Trust Documentation Deal with complex and technical client queries as and when they arise Experience liaising with third party providers; to acquire Portfolio information that may be required to assess the client's needs and to assist with our recommendations Responding to client enquiries, liaising with third parties Use of Voyant/FE Analytics Manage business pipeline Other Adhoc duties

Required

Previous experience in a Financial Planning Administrator role Working towards completing the diploma in Financial Planning Knowledge of research tools & software (e.g. Analytics, Voyant) Knowledge in other areas such as protection, IHT and Tax Efficient Investments Understanding of industry initiatives including RDR & Consumer duty Desire to maintain knowledge of industry developments Knowledge of using CRM systems such as Salesforce

Training & Continuous Development

Full training of company specific software and company compliance requirements will be provided.

Job Type: Full-time

Pay: 25,000.00-38,000.00 per year

Benefits:

Company pension
Ability to commute/relocate:

Beckenham: reliably commute or plan to relocate before starting work (required)
Education:

Diploma of Higher Education (preferred)
Experience:

working for an IFA or St. James's Place Wealth Management: 2 years (required) Paraplanning: 1 year (preferred) Financial Administration: 2 years (required)
Work Location: In person

Reference ID: Wealth Management Administrator