Financial Planning Administrator/Junior Paraplanner

Financial Planning Administrator/Junior Paraplanner

Location: Pontyclun, CF72 9FG, South Wales
Salary: £17 - £22k, DOE
Contract: Permanent, Full Time

An Independent financial planning business requires a Financial Planning Administrator/Junior Paraplanner, to assist an experienced & well established IFA in helping new and existing clients with their financial planning.

The desired candidate would have previous experience of working within an IFA Practice and the following attributes.

• Excellent IT Skills – Use of Microsoft Word & Excel; Previous experience and working knowledge of Intelligent Office is also desirable.
• Excellent communication skills
• An attention to detail
• Punctual & trustworthy
• Self-motivated, with desire to learn new skills.
• Experience of dealing with accounts would also be an advantage
• Professional attitude
• Ability to manage time effectively
• Financial Services qualifications are desirable
• FCA understanding of regulations and products, and their practical application

Administrative Duties:

• Dealing with incoming and outgoing post
• Fee reconciling
• Stock ordering
• Answering telephone queries from clients and providers
• Appointment making
• Recording client data
• Scanning & Photocopying
• Processing & tracking new business
• Preparing client meeting packs
• Actively managing diary tasks
• Providing assistance and support in the provision of Compliance administration activities

Paraplanning duties:

• Obtain Investment valuations
• Compile basic client reports
• Completing basic suitability reports
• Obtaining client valuations

Starting Salary £17000 - £22000 pa depending on experience; of course, as you develop and gain relevant qualifications, so your salary and future prospects will also grow.

Our client is keen to provide you with the opportunity of gaining qualifications to work towards a Diploma in Financial Planning, making this a fantastic opportunity for an experienced administrator who wants the chance to expand their skill set and gain exposure in the sector.

If you have the skills and experience we require for this role and are looking for a new challenge please submit your CV to us with a relevant cover letter, explaining why you are a good fit for this role including your current salary details.

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