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Financial Planning Administrator / Trainee Paraplanner - Sheffield outskirts

Job LocationSheffield
EducationNot Mentioned
Salary22,000 - 32,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Financial Planning Administrator/ Trainee ParaplannerA fantastic opportunity has arisen for a conscientious Financial Planning Administrator/ Trainee Paraplanner to join a reputable practice of financial planners who specialise in giving advice to high-net-worth clients and business owners.You will join a dynamic team of support staff who work together to support a team of busy holistic financial planners.On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, advising and beyond, for the right candidate. Full financial study support will be provided.The roleThe successful candidate will provide 360 support to financial planners which operate a truly holistic approach. You will assist the advisers in assessing clients needs in the short and long term, assess their attitude to risk and help them to create asuitable financial plan for the future.Core tasks will involve:

  • Obtaining illustrations, valuations and creating comparison reports.
  • Processing business keeping advisers and clients up to date along the way.
  • Creation of detailed and accurate correspondence to clients in the form of letters and reports.
  • Handling client and product provider enquiries over the telephone and via email.
  • Advisor diary management.
  • Assessing fact find documentation, assimilating information to allow a plan to be put together in line with key facts and attitude to risk
  • Assisting with the paraplanning process including fund research and suitability letter writing.
  • Identifying new business opportunities and highlighting these to the wider team.
RequirementsExperience within a financial planning administration role is a must, as a minimum. Paraplanning experience and/or supervisory experience would be welcomed in addition to the above, but this is not essential.Individuals with knowledge of Intelligent Office (IO) back-office system will be at a distinct advantage.Ideally candidates will be working towards level 4 Diploma with exceptional work ethic and enthusiasm. Good organisational skills and diligence are also required for this role.In return a competitive salary will be on offer along with study support to chartered and beyond, there will also be longer term development opportunities along with the chance to work in an energetic and friendly supportive team.To find out more, or to apply, please send your cv to jenny @ tempestjones . comNB: The top end of the salary banding would be for candidates who have all the areas of expertise labelled above and beyond, as well as a high level of qualification.IFA Administrator, Paraplanner, financial services administrator, wealth administrator, sheffield, chesterfield

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