Junior Paraplanner - IFA Administrator

Job Location	Beckenham
Education	Not Mentioned
Salary	£25,000 - £40,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

We are a Wealth Management practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management.The Job:Candidates will be responsible for providing technical administration support to the financial advisers and paraplanners. You will manage back office administration, processes, compliance and work flowLocation: Beckenham (South East London) - Office based positionYour duties will include:Junior Paraplanner - Technical Administrator - Wealth Management

Issue letter of authorities (LOAs) to providers
Chase financial institutions to provide requested information
Write client annual review letters, fund switch letters ISA & Pension top up letters & other compliance letters
Produce comprehensive, accurate and clear Suitability Reports using a combination of standard paragraphs and free text; (with training)
Preparing illustrations for numerous products, such as ISAs Pensions, Protection.
Liaise with third party providers;
Administer back office administration that relates to the paraplanning role such as updating a client’s CFR, making sure that client files are audited and all regulatory and company requirements are met at the end of a case
Preparing client files for meetings
Responding to client enquiries
liaising with Administration Centres and other Paraplanners
Drafting and proof-reading documents, including client correspondence, illustrations etc
Using Salesforce the company CRM system to adhere to all compliance requirements
Maintaining and accurately updating the back office systems with client data - using it to effectively manage the business workflow
Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
Processing Business and chasing through to completion
Processing Application forms
Manage business pipeline
Manage case tracking
Maintain the compliance requirements of the business - Ensure business and client files are fully compliant
Providing weekly updates (calls / emails) to Partner/Adviser

What’s needed to be consideredIn order to be considered for this opportunity, candidates need to have -

Previous experience in a Financial Planning Administrator role
Professional communication manner, both written and verbally
Strong knowledge of investments and pensions
Financial Services qualifications are desired

In return we offer:
Company pension
Friendly and positive working environment
Competitive salary
25 days holiday plus bank holiday
Other adhoc benefits the Director provides throughout the year

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

Keyskills :
AdministrativeFinancial PlanningFinancial ServicesParaplanning

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