Are you an experienced paraplanner seeking to further your technical exposure in a challenging and diverse role? We seek a paraplanner to join our talented team of experienced and well-qualified paraplanners working with both UK and international clients on an exciting variety of financial planning scenarios. We offer an interesting role with varied technical exposure. The role can be based in Worthing, Cheltenham or Exeter. We seek applicants keen to take on responsibility and widen their technical knowledge. We provide a supportive environment investing in staff training, development and encouragement and support for professional exams. These are exciting times for our company. We require someone with the agility to meet the challenges of working in a growing and enterprising company. Our company may be 122 years old but is going through a growth phase, making it more entrepreneurial in spirit. Providing comprehensive support to the financial planners to meet client needs, responsibilities will include: Research & analysis, including preparation of risk calculators and cash flow modelling Preparation of suitability reports for discussion with financial planners Researching funds and asset allocation modelling Preparing and maintaining compliant client files Liaison with providers, clients and industry professionals Preparation of annual client reviews Implementing recommendations Benefits Salary £35,000-£45,000. Bonus - subject to achieving department income target and meeting KPIs, 25 days holiday - rising with service to 30, Pension Scheme, Permanent Health Insurance, Life Insurance, Agile working Additional Information Worthing Head Office/Cheltenham/Exeter The role can be flexible in terms of work location and hours. Knowing our offices' locations, we would give preference to a candidate who has a reasonable commute (1 hour) to participate in training and general connectivity with colleagues. Essential Skills Recent and relevant experience as a paraplanner Prefer to Diploma level 4 qualified (consideration will be given to exceptional candidates who are progressing with Diploma) Comfortable communicating with clients Desired Skills Excellent communication skills, both verbal and written Strong numeracy and analytical skills Excellent attention to detail Commercial awareness Proficient IT skills, including a good working knowledge of Microsoft Word and Excel Good knowledge and experience of platforms Self-disciplined and responsible Team player Ability to meet strict deadlines Honesty and integrity About Company From eight offices across the world, our award-winning team of experts help thousands of individuals with all aspects of tax, estate and financial planning, from the completion of UK annual Tax Returns and the setting up of a valid UK Will to dealing with complex tax mitigation structures and designing a range of investment portfolios. In 2019, we were placed 4th in FT Advisors Top 100 Financial Advisers, in 2020, we were announced winners in the International Adviser Best Practice Awards, achieving overall Global best Adviser, best Adviser by region in Europe, Excellence in Business Strategy in the UK and Excellence in Marking in South East Asia. These achievements reflect the quality of advice and professionalism of our team, who work exceptionally hard to establish successful and trusted long-term client relationships based on our core values. Keywords: Paraplanner Worthing, Paraplanner Exeter, Paraplanner Cheltenham. NO AGENCIES PLEASE We are using a third party to run and organise the response for this advert. Please do not contact us if you are a recruiter. Candidates, please do not apply directly to us as there is a chance your application will be missed if it does not go through the right channel.
Apr 22, 2021
Full time
Are you an experienced paraplanner seeking to further your technical exposure in a challenging and diverse role? We seek a paraplanner to join our talented team of experienced and well-qualified paraplanners working with both UK and international clients on an exciting variety of financial planning scenarios. We offer an interesting role with varied technical exposure. The role can be based in Worthing, Cheltenham or Exeter. We seek applicants keen to take on responsibility and widen their technical knowledge. We provide a supportive environment investing in staff training, development and encouragement and support for professional exams. These are exciting times for our company. We require someone with the agility to meet the challenges of working in a growing and enterprising company. Our company may be 122 years old but is going through a growth phase, making it more entrepreneurial in spirit. Providing comprehensive support to the financial planners to meet client needs, responsibilities will include: Research & analysis, including preparation of risk calculators and cash flow modelling Preparation of suitability reports for discussion with financial planners Researching funds and asset allocation modelling Preparing and maintaining compliant client files Liaison with providers, clients and industry professionals Preparation of annual client reviews Implementing recommendations Benefits Salary £35,000-£45,000. Bonus - subject to achieving department income target and meeting KPIs, 25 days holiday - rising with service to 30, Pension Scheme, Permanent Health Insurance, Life Insurance, Agile working Additional Information Worthing Head Office/Cheltenham/Exeter The role can be flexible in terms of work location and hours. Knowing our offices' locations, we would give preference to a candidate who has a reasonable commute (1 hour) to participate in training and general connectivity with colleagues. Essential Skills Recent and relevant experience as a paraplanner Prefer to Diploma level 4 qualified (consideration will be given to exceptional candidates who are progressing with Diploma) Comfortable communicating with clients Desired Skills Excellent communication skills, both verbal and written Strong numeracy and analytical skills Excellent attention to detail Commercial awareness Proficient IT skills, including a good working knowledge of Microsoft Word and Excel Good knowledge and experience of platforms Self-disciplined and responsible Team player Ability to meet strict deadlines Honesty and integrity About Company From eight offices across the world, our award-winning team of experts help thousands of individuals with all aspects of tax, estate and financial planning, from the completion of UK annual Tax Returns and the setting up of a valid UK Will to dealing with complex tax mitigation structures and designing a range of investment portfolios. In 2019, we were placed 4th in FT Advisors Top 100 Financial Advisers, in 2020, we were announced winners in the International Adviser Best Practice Awards, achieving overall Global best Adviser, best Adviser by region in Europe, Excellence in Business Strategy in the UK and Excellence in Marking in South East Asia. These achievements reflect the quality of advice and professionalism of our team, who work exceptionally hard to establish successful and trusted long-term client relationships based on our core values. Keywords: Paraplanner Worthing, Paraplanner Exeter, Paraplanner Cheltenham. NO AGENCIES PLEASE We are using a third party to run and organise the response for this advert. Please do not contact us if you are a recruiter. Candidates, please do not apply directly to us as there is a chance your application will be missed if it does not go through the right channel.
CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED
Chase De Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 50 years of business. We know we can't achieve the results we do without the right people. We are currently looking to recruit a Paraplanner to join our team in London. The successful candidate will: Have previous experience of working as a paraplanner supporting fully holistic advisers Have experience working within defined service standards, policies and procedures Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint) The role will involve: Assisting Financial Advisers with the research and compilation of compliant, bespoke client reports Working closely with advisers to meet our agreed client servicing commitments Compiling investment, pension and protection illustrations alongside projections and associated documentation Undertaking investment portfolio analysis, including asset allocation analysis, in line with stated attitude to risk Preparing suitability and client service agreement letters Supporting advisers to ensure all valuations are correct Ensuring client files comply to both FCA regulations and internal policy and business quality standards In return we offer a fantastic office environment, a great team of people to work alongside and a reputation that we believe speaks for itself. As importantly we offer the following: Basic holiday entitlement of 25 days plus bank holidays (this increases with service and you can also buy extra days in our holiday purchase scheme) An extra day off on your birthday Participation in the Company's Flexible Benefits Scheme Contributory Pension Scheme Death in Service - 4 x basic salary Training and professional qualification support Opportunities for career progression - we strive to reward your loyalty with professional development Rewards and Initiatives - we love our Employee of the Quarter Scheme and our board members are always looking for ways to reward and recognise how hard our teams work Our annual conference is the event of the year Employee Assistance Programme - offering support to colleagues via telephone and online Does this sound good to you? If so, we want to hear from you!
Apr 21, 2021
Full time
Chase De Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 50 years of business. We know we can't achieve the results we do without the right people. We are currently looking to recruit a Paraplanner to join our team in London. The successful candidate will: Have previous experience of working as a paraplanner supporting fully holistic advisers Have experience working within defined service standards, policies and procedures Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint) The role will involve: Assisting Financial Advisers with the research and compilation of compliant, bespoke client reports Working closely with advisers to meet our agreed client servicing commitments Compiling investment, pension and protection illustrations alongside projections and associated documentation Undertaking investment portfolio analysis, including asset allocation analysis, in line with stated attitude to risk Preparing suitability and client service agreement letters Supporting advisers to ensure all valuations are correct Ensuring client files comply to both FCA regulations and internal policy and business quality standards In return we offer a fantastic office environment, a great team of people to work alongside and a reputation that we believe speaks for itself. As importantly we offer the following: Basic holiday entitlement of 25 days plus bank holidays (this increases with service and you can also buy extra days in our holiday purchase scheme) An extra day off on your birthday Participation in the Company's Flexible Benefits Scheme Contributory Pension Scheme Death in Service - 4 x basic salary Training and professional qualification support Opportunities for career progression - we strive to reward your loyalty with professional development Rewards and Initiatives - we love our Employee of the Quarter Scheme and our board members are always looking for ways to reward and recognise how hard our teams work Our annual conference is the event of the year Employee Assistance Programme - offering support to colleagues via telephone and online Does this sound good to you? If so, we want to hear from you!
We are Partners Wealth Management, an award winning firm, founded to bring pure independent advice to meet the bespoke needs of high net worth individuals. Our continuing growth means we are looking for experienced individuals to help us deliver first class technical knowledge and high levels of service to our clients, whilst also providing support to our Advisers. Could this be you? Job Purpose: Provide support to the Adviser/s for a variety of tasks and, in turn, deliver a professional, compliant, effective telephone and administration based service to our clients. To act as liaison between the Partner, provider and clients ensuring that the advice journey experience for clients & Partners is both positive and efficient. This role is to fully support the Partner and develop skills, knowledge and professional qualifications to develop and progress para-planning capabilities. Key Responsibilities: Provide an excellent telephone-based service to clients and third parties. Maintain Enable system ensuring that all tasks & activities are completed in line with company policy and procedures. Handle all valuation tasks and queries in a timely, compliant manner, meeting agreed performance standards. Contact and liaise with relevant product providers/third parties to obtain accurate policy information for valuation & annual review production. Where 1:1 support take ownership for the management of online platforms access for all within your team, together with the Unipass Certificate management. Complete client related activities or general tasks as instructed by Partner and follow through to completion dealing with any queries that arise from these activities. Develop and maintain effective relationships with colleagues, clients and third parties. Maintain the accuracy & integrity of client data held on Enable to include input and cleansing as appropriate. Submit & maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested. Be aware and act upon any compliance, risk and quality issues. Maintain up to date knowledge of procedures by reading all updates & action all notifications issued on the Intranet (PWM Hub). Provider recommendations/improvement ideas to increase operational efficiencies within the team. The ability to draft simple & complex advice reports/letters, calculations and reports under Partners guidance. Where carry forward or tax calculations are requested to be completed the role is to ensure that all historic transactions are received. Research providers/funds, using PWM ARC matrix & other proposition guidance where appropriate and as directed by Partner. Source relevant illustrations from providers on terms agreed with Partner. Life Cover Quotes. To support and produce quotations as and when required. Manage underwriting process from application to completion and communicating progress to all relevant parties. Handle all client disengagement requests in a timely, compliant and efficient manner that will meet the agreed performance standards. Provide cover and support to other members of the team during sickness & holidays where deemed necessary by Directors of PWM. Skills & Qualifications: 2+ years of IFA Administrative, with report writing experience, more likely within an independent environment, supporting an individual or team of Advisers. Desirable if 4+ Diploma Exams & fully qualified goal within 18 months Excellent standard of education with a desire to further develop and to undertake relevant examinations. Proficient IT skills in core Microsoft Office systems. Organisation and prioritisation skills. Excellent verbal and written communication skills with an eye for detail. Professional smart business presentation. Professional telephone manner. We can offer you a rewarding and fun working environment, where we will actively encourage you to develop your skills, and to become more knowledgeable in all aspects of financial planning. We positively support the taking of exams, and the spreading of knowledge through our Development Programme. * No terminology in this advert is intended to discriminate on the grounds of gender, race, disability, age, sexual orientation, religion, or belief, and we confirm that we will gladly accept all applications.
Apr 19, 2021
Full time
We are Partners Wealth Management, an award winning firm, founded to bring pure independent advice to meet the bespoke needs of high net worth individuals. Our continuing growth means we are looking for experienced individuals to help us deliver first class technical knowledge and high levels of service to our clients, whilst also providing support to our Advisers. Could this be you? Job Purpose: Provide support to the Adviser/s for a variety of tasks and, in turn, deliver a professional, compliant, effective telephone and administration based service to our clients. To act as liaison between the Partner, provider and clients ensuring that the advice journey experience for clients & Partners is both positive and efficient. This role is to fully support the Partner and develop skills, knowledge and professional qualifications to develop and progress para-planning capabilities. Key Responsibilities: Provide an excellent telephone-based service to clients and third parties. Maintain Enable system ensuring that all tasks & activities are completed in line with company policy and procedures. Handle all valuation tasks and queries in a timely, compliant manner, meeting agreed performance standards. Contact and liaise with relevant product providers/third parties to obtain accurate policy information for valuation & annual review production. Where 1:1 support take ownership for the management of online platforms access for all within your team, together with the Unipass Certificate management. Complete client related activities or general tasks as instructed by Partner and follow through to completion dealing with any queries that arise from these activities. Develop and maintain effective relationships with colleagues, clients and third parties. Maintain the accuracy & integrity of client data held on Enable to include input and cleansing as appropriate. Submit & maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested. Be aware and act upon any compliance, risk and quality issues. Maintain up to date knowledge of procedures by reading all updates & action all notifications issued on the Intranet (PWM Hub). Provider recommendations/improvement ideas to increase operational efficiencies within the team. The ability to draft simple & complex advice reports/letters, calculations and reports under Partners guidance. Where carry forward or tax calculations are requested to be completed the role is to ensure that all historic transactions are received. Research providers/funds, using PWM ARC matrix & other proposition guidance where appropriate and as directed by Partner. Source relevant illustrations from providers on terms agreed with Partner. Life Cover Quotes. To support and produce quotations as and when required. Manage underwriting process from application to completion and communicating progress to all relevant parties. Handle all client disengagement requests in a timely, compliant and efficient manner that will meet the agreed performance standards. Provide cover and support to other members of the team during sickness & holidays where deemed necessary by Directors of PWM. Skills & Qualifications: 2+ years of IFA Administrative, with report writing experience, more likely within an independent environment, supporting an individual or team of Advisers. Desirable if 4+ Diploma Exams & fully qualified goal within 18 months Excellent standard of education with a desire to further develop and to undertake relevant examinations. Proficient IT skills in core Microsoft Office systems. Organisation and prioritisation skills. Excellent verbal and written communication skills with an eye for detail. Professional smart business presentation. Professional telephone manner. We can offer you a rewarding and fun working environment, where we will actively encourage you to develop your skills, and to become more knowledgeable in all aspects of financial planning. We positively support the taking of exams, and the spreading of knowledge through our Development Programme. * No terminology in this advert is intended to discriminate on the grounds of gender, race, disability, age, sexual orientation, religion, or belief, and we confirm that we will gladly accept all applications.
Do you enjoy dealing with clients in your paraplanner role? Are you seeking a position that has client contact at its very heart? Do you love your role but just need more client contact? Then we have the opportunity for you! We are placing client relationship management at the very core of this paraplanner role and we need your client skills. We see our next paraplanner as being someone who is articulate, confident, a natural communicator, technically minded and enjoys client contact and playing an integral part in the client relationship. Are you the perfect person we are looking for? We are a growing, well-established and award-winning financial planning firm bringing a private banking style service, offering a comprehensive range of bespoke solutions, to our predominantly high net worth private clients. The client relationship lies at the heart of everything we do and will play a large part in the everyday duties of our new paraplanner. This role would be perfect for a paraplanner who is frustrated about the lack of client contact in their current position. Alternatively, it may suit someone who has client contact already and wants to develop that part of their role even further. If you ultimately see yourself as an adviser, this role would be of enormous benefit to the development of your career. Working in a small paraplanning team, you will be assisting in supporting the work of two advisers. Each paraplanner's role is slightly different, and the focus of this position lies in managing client relationships and producing mainly pension and investment reports from client meetings. You will also be handling client technical queries and when necessary, making changes to client investment portfolios. You will be supported by the administration team and work alongside them to help manage client relationships. Benefits Discretionary bonus, pension. Additional Information The role is currently based remotely with some flexible working when we return to the office. Essential Skills Level 4 Diploma or on your way to achieving it. Strong technical skills gained from spending a few years in the paraplanner role. Confident, proactive, bright and articulate. Excellent communication skills and entirely comfortable dealing with clients. Analytical. Ideally, have a working knowledge of Intelligent Office, Synaptics, FE Analytics and Cashcalc. About Company We are an established and award-winning financial planning firm with every client benefitting from the many years of experience we have in private banking. Our goal is simple; to make our clients' money work harder and allow them to lead the life they wish to lead. We offer our clients an up to date, transparent, easy to understand, strategic and effective financial planning service that is underpinned by high levels of service and a focus on the relationship we have with them. We treat our team members well and reward them well in return for their hard work. As a growing business, this will continue to present good career opportunities for the right individual. Keywords: Paraplanner, Client Relationships, Client Management, Technical Support, Report Writer, Analyst, Career progression. We are using a third-party recruiter to assist us with this vacancy. However, your CV will come straight to us and reviewed by us. We are waiting to be impressed by your application and look forward to receiving it.
Apr 18, 2021
Full time
Do you enjoy dealing with clients in your paraplanner role? Are you seeking a position that has client contact at its very heart? Do you love your role but just need more client contact? Then we have the opportunity for you! We are placing client relationship management at the very core of this paraplanner role and we need your client skills. We see our next paraplanner as being someone who is articulate, confident, a natural communicator, technically minded and enjoys client contact and playing an integral part in the client relationship. Are you the perfect person we are looking for? We are a growing, well-established and award-winning financial planning firm bringing a private banking style service, offering a comprehensive range of bespoke solutions, to our predominantly high net worth private clients. The client relationship lies at the heart of everything we do and will play a large part in the everyday duties of our new paraplanner. This role would be perfect for a paraplanner who is frustrated about the lack of client contact in their current position. Alternatively, it may suit someone who has client contact already and wants to develop that part of their role even further. If you ultimately see yourself as an adviser, this role would be of enormous benefit to the development of your career. Working in a small paraplanning team, you will be assisting in supporting the work of two advisers. Each paraplanner's role is slightly different, and the focus of this position lies in managing client relationships and producing mainly pension and investment reports from client meetings. You will also be handling client technical queries and when necessary, making changes to client investment portfolios. You will be supported by the administration team and work alongside them to help manage client relationships. Benefits Discretionary bonus, pension. Additional Information The role is currently based remotely with some flexible working when we return to the office. Essential Skills Level 4 Diploma or on your way to achieving it. Strong technical skills gained from spending a few years in the paraplanner role. Confident, proactive, bright and articulate. Excellent communication skills and entirely comfortable dealing with clients. Analytical. Ideally, have a working knowledge of Intelligent Office, Synaptics, FE Analytics and Cashcalc. About Company We are an established and award-winning financial planning firm with every client benefitting from the many years of experience we have in private banking. Our goal is simple; to make our clients' money work harder and allow them to lead the life they wish to lead. We offer our clients an up to date, transparent, easy to understand, strategic and effective financial planning service that is underpinned by high levels of service and a focus on the relationship we have with them. We treat our team members well and reward them well in return for their hard work. As a growing business, this will continue to present good career opportunities for the right individual. Keywords: Paraplanner, Client Relationships, Client Management, Technical Support, Report Writer, Analyst, Career progression. We are using a third-party recruiter to assist us with this vacancy. However, your CV will come straight to us and reviewed by us. We are waiting to be impressed by your application and look forward to receiving it.
We are representing a very respected wealth management firm in Kendal to secure them a Paraplanner. Salary up to £35,000 plus benefits, this is flexible for the right person. The main purpose of this role is to ensure the quality and standard of suitability reports is to the highest standard following the undertaking of full research. Key Responsibilities will include To provide technical support to Planners, ensuring that all recommendations are technically accurate and provide 'best advice' for the client To act as a 'second pair of eyes' for the Planner, identifying items which may affect the advice being given or the internal file review process To meet key performance indicators as specified by the company Keep up to date with all relevant product, legislative and technical changes, as required Strive to ensure Service Levels are always met and maintain accurate records. Proactively address any challenges identified. Provide relevant advice and compliantly via suitability letters and reports, maintaining agreed productivity levels Ensure all output including suitability reports meet the minimum compliance standards as set out by the company The ideal candidate for this exciting opportunity will have/be: Be working towards the CII Diploma in Financial Planning and be willing to develop knowledge further, as appropriate. Strong research and analytical skills A working knowledge of the main Financial Services Products including Life, Personal Pensions and Investments Be able to work unsupervised and also as part of a team when required Be punctual and reliable at all time Exceptional verbal and written communication skills Be enthusiastic, approachable and cheerful
Apr 18, 2021
Full time
We are representing a very respected wealth management firm in Kendal to secure them a Paraplanner. Salary up to £35,000 plus benefits, this is flexible for the right person. The main purpose of this role is to ensure the quality and standard of suitability reports is to the highest standard following the undertaking of full research. Key Responsibilities will include To provide technical support to Planners, ensuring that all recommendations are technically accurate and provide 'best advice' for the client To act as a 'second pair of eyes' for the Planner, identifying items which may affect the advice being given or the internal file review process To meet key performance indicators as specified by the company Keep up to date with all relevant product, legislative and technical changes, as required Strive to ensure Service Levels are always met and maintain accurate records. Proactively address any challenges identified. Provide relevant advice and compliantly via suitability letters and reports, maintaining agreed productivity levels Ensure all output including suitability reports meet the minimum compliance standards as set out by the company The ideal candidate for this exciting opportunity will have/be: Be working towards the CII Diploma in Financial Planning and be willing to develop knowledge further, as appropriate. Strong research and analytical skills A working knowledge of the main Financial Services Products including Life, Personal Pensions and Investments Be able to work unsupervised and also as part of a team when required Be punctual and reliable at all time Exceptional verbal and written communication skills Be enthusiastic, approachable and cheerful
Are you an experienced administrator with a financial services background? Are you naturally motivated, accurate and client focussed with a 'can do' attitude? If this is you, we have a fantastic opportunity to join our friendly, well-established and growing financial planning firm based in Eastbourne. We are a friendly, professional team of people who take pride in our work and client approach. We are seeking a confident, approachable administrator, able to take responsibility for completing tasks within a defined business process and is comfortable prioritising and meeting deadlines. Working within the client services team, supporting the financial advisers, this role is integral to enabling excellent client service and client communication. Training and support are available for personal development. Responsibilities will include: Client servicing Acting as a friendly first point of contact Manage client service needs and expectations Diary management, ensuring client meetings are scheduled Assisting with the client review process, preparing documents and actioning requests Maintain client files compliantly Business processing Obtain accurate illustrations and documents Prepare new business applications Liaise with product providers and platforms Record fees and create invoices Ensure accurate and timely fund switches / rebalances General administration Benefits Salary: £25,000, Pension, 20 days holiday plus Bank Holidays, Death in Service benefit, Ill Health Income Protection Cover, Private Health Insurance, Discretionary Bonus, Funded Training and development support Additional Information We have an office-based role. With the lifting of COVID 19 restrictions we have recently returned to the office although we have remote working options available should the need arise in the future Essential Skills At least 2 years' experience in Financial Services administration Understand different types of investment, pension and protection products Experience of platform technology e.g Transact, A J Bell Microsoft Word, Excel and electronic diary management Desired Skills Previous PA experience from within the Financial Services industry Certificate in Financial Planning or equivalent Client database software e.g Intelliflo, Enable Knowledge of cash flow planning tools Advanced Excel Interpersonal skills to develop and maintain client trust and inspire confidence Confident and approachable manner Excellent communicator (both verbal and written) Highly organised, methodical and disciplined Shows initiative and takes personal responsibility for completing tasks Able to work within defined business processes Adopts a positive attitude, willing to assist others when busy Able to work under pressure on occasions to achieve deadlines Attention to detail Ability to achieve agreed outcomes without supervision Excellent ability to prioritise and plan workload About Company Coastal Financial Planning specialises in the provision of personal financial advice for a select number of individuals, business owners and Trustees predominately located in Sussex and the South East. Our clients are at the heart of our offering, looked after by a longstanding team of advisers and support staff who focus on results rather than products. We utilise the considerable experience of our directors and advisers to improve the financial well-being of our clients. We cover all areas of a client's financial planning needs, and we work with all types of clients. When we are hiring, we prioritise finding people who share our values and our passion for what we do. NO AGENCIES PLEASE We are using a third party to run and organise the response for this advert. Please do not contact us if you are a recruiter. Candidates, please do not apply directly to us as there is a chance your application will be missed if it does not go through the right channel. Keywords: Administrator, Paraplanner, Financial Services, Financial Planning, IFA, Pensions, Investments, Financial Planning Assistant, Sales Support, Client Relationship, Client Support
Apr 18, 2021
Full time
Are you an experienced administrator with a financial services background? Are you naturally motivated, accurate and client focussed with a 'can do' attitude? If this is you, we have a fantastic opportunity to join our friendly, well-established and growing financial planning firm based in Eastbourne. We are a friendly, professional team of people who take pride in our work and client approach. We are seeking a confident, approachable administrator, able to take responsibility for completing tasks within a defined business process and is comfortable prioritising and meeting deadlines. Working within the client services team, supporting the financial advisers, this role is integral to enabling excellent client service and client communication. Training and support are available for personal development. Responsibilities will include: Client servicing Acting as a friendly first point of contact Manage client service needs and expectations Diary management, ensuring client meetings are scheduled Assisting with the client review process, preparing documents and actioning requests Maintain client files compliantly Business processing Obtain accurate illustrations and documents Prepare new business applications Liaise with product providers and platforms Record fees and create invoices Ensure accurate and timely fund switches / rebalances General administration Benefits Salary: £25,000, Pension, 20 days holiday plus Bank Holidays, Death in Service benefit, Ill Health Income Protection Cover, Private Health Insurance, Discretionary Bonus, Funded Training and development support Additional Information We have an office-based role. With the lifting of COVID 19 restrictions we have recently returned to the office although we have remote working options available should the need arise in the future Essential Skills At least 2 years' experience in Financial Services administration Understand different types of investment, pension and protection products Experience of platform technology e.g Transact, A J Bell Microsoft Word, Excel and electronic diary management Desired Skills Previous PA experience from within the Financial Services industry Certificate in Financial Planning or equivalent Client database software e.g Intelliflo, Enable Knowledge of cash flow planning tools Advanced Excel Interpersonal skills to develop and maintain client trust and inspire confidence Confident and approachable manner Excellent communicator (both verbal and written) Highly organised, methodical and disciplined Shows initiative and takes personal responsibility for completing tasks Able to work within defined business processes Adopts a positive attitude, willing to assist others when busy Able to work under pressure on occasions to achieve deadlines Attention to detail Ability to achieve agreed outcomes without supervision Excellent ability to prioritise and plan workload About Company Coastal Financial Planning specialises in the provision of personal financial advice for a select number of individuals, business owners and Trustees predominately located in Sussex and the South East. Our clients are at the heart of our offering, looked after by a longstanding team of advisers and support staff who focus on results rather than products. We utilise the considerable experience of our directors and advisers to improve the financial well-being of our clients. We cover all areas of a client's financial planning needs, and we work with all types of clients. When we are hiring, we prioritise finding people who share our values and our passion for what we do. NO AGENCIES PLEASE We are using a third party to run and organise the response for this advert. Please do not contact us if you are a recruiter. Candidates, please do not apply directly to us as there is a chance your application will be missed if it does not go through the right channel. Keywords: Administrator, Paraplanner, Financial Services, Financial Planning, IFA, Pensions, Investments, Financial Planning Assistant, Sales Support, Client Relationship, Client Support
