Paraplanner

The Office Administrator and Paraplanner is responsible for organising and coordinating the office and provide full administrative support to the financial advisers and paraplanner.

• A good understanding of the different financial solutions available in the market.
• Willing to work towards all relevant qualifications for the position (level 4 diploma qualified).
• Strong analytical, research and numerical skills.
• Excellent IT skills with the confidence of using IT and database packages.
• Excellent communication skills, both written and verbal with the ability to communicate with stakeholders at all levels.
• Ability to manage and prioritise a busy workload while adhering to tight deadlines.
• Ability to work on your own initiative as well as part of a team.

• Managing the daytoday administration function of the office.
• All reception duties.
• Maintain office standards and procedures.
• Providing administrative support to the financial advisers and Paraplanner.
• Minuting Staff/Admin meetings.
• Responsible for organising staff events.
• Maintaining & monitoring FA & Office meeting room outlook calendars.
• Responding to client enquiries and complaints.
• Providing IT/CRM support to staff & the IT & Marketing Manager.
• Responsible for maintaining/ordering all stationery & cleaning consumables.
• Using software to prepare accounts and to prepare reports when needed.
• Responsible for client invoicing.
• Responsible for paying suppliers.
• Recording, Managing & reporting office expenditure.
• Maintain office efficiency by developing and implementing new administrative systems, such as record management.
• Maintain policies/marketing material changes for compliance purposes.
• Maintain professional and technical knowledge by attending relevant seminars and workshops.
• Administration support for the company & Operations directors as and when required.
• Overseeing all compliance issues alongside the company operations director.
• Responsible for collating & producing monthly FA fees for payment to FAs including calculating Introducer fees.
• Responsible for actioning, maintaining & monitoring of Client servicing.
• Overseeing and managing the office facilities cleaning.
• Responsible for Petty Cash expenditure.
• Responsible for Providing Year End figures.
• Responsible for processing letters of Authorities.
• Proposing and drafting financial reports that meet the needs and objectives of the client.
• Carrying out research and analysing products and services that are appropriate to each clients individual circumstances.
• Creating client profiles on the backoffice system prior to the first meeting with the adviser & updating this accordingly as the business progresses.