Paraplanning Administrator

2 weeks ago

Altrincham, United Kingdom NJR Recruitment Full time

** EXCLUSIVE ROLE - PARAPLANNING ADMIN SUPPORT**

**LOCATION - ALTRINCHAM**

**SALARY - Up to £26,000 + Benefits + Hybrid Working**

The Technical Support Team is primarily responsible for producing suitability reports for clients on behalf of its advisers. The team is made up of paraplanners and administrators, and as a 'Technical Support Administrator' you will be responsible for dealing with client facing documents, by gathering the relevant information from product providers and physically preparing the reports for the advisers in advance of client meetings/to issue in the post. Daily tasks include;
- Provide administrative assistance to the paraplanners
- Send letters of authority to product providers
- Complete data harvest on different types of product to a consistent standard
- Update Know Your Client (KYC) 'fact find' information on Intelligent Office
- Ensuring the completion of all electronic new business building and illustration creation
- Ensuring all suitability reports are packaged and issued to clients accurately
- Early identification and reporting, to Head of Technical Support, of difficult cases that could require additional time/expertise to resolve (e.g. slow responding providers or complex pensions)
- Provide support to the Investment Administration team as and when required
- Ensuring that any complaints (formal or informal), breaches or losses are reported to the Head of Risk Management

For more information please contact one of our specialist consultants quoting REF: NJR 13331

**Job Types**: Full-time, Permanent

**Salary**: £21,000.00-£26,000.00 per year

**Benefits**:

- Additional leave
- Company car
- Company pension
- Free parking
- On-site parking
- Sick pay
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Tips

Work Location: In person

Reference ID: 13331

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