Administrator

7 days ago


Coleraine, United Kingdom LODGE FINANCIAL ADVICE Full time

Due to our continued growth and development, we have an exciting opportunity for a motivated Administrator with the option to fast track towards gaining the professional qualifications required to become a Level 4 Para planner.

Stage 1 - Administration

General Administration duties to include:
Working collaboratively with Financial Planners and Paraplanners, supporting a variety of administrative tasks.

Manage Office Calendars to include booking client meetings.

Updating records accordingly on back-office system as per company procedures.

Manage client reviews via back-office system and schedule appointments with the clients for advisers (if requested to do so).

Liaise with product providers, solicitors, and accountants etc. on an ongoing basis on behalf of clients.

Computer skills including Microsoft Word and Excel Spread Sheets

Stage 2 - Paraplanning

Analyse information recorded on file regarding the clients' circumstances, needs and objectives.

Conduct Product and Provider Research and prepare recommendations for consideration by the Advisers.

Carry out Investment fund analysis.

Support the design and communication of Financial Planning Models

Identify and discuss recommended courses of action with the Advisers.

Based upon the information obtained from clients, needs/objectives identified and recorded by the Advisers produce Suitability Reports in a professional format for presentation to clients.

Check all compliance paperwork is present and correct.

Complete work within the set target deadlines.

**Responsibilities**
- Working collaboratively with Financial Planners and Paraplanners, supporting a variety of administrative tasks.
- Conduct Product and Provider Research and prepare recommendations for consideration by the Advisers.

**Essential Skills and Qualifications**

Letter writing skills.

Typing qualification.

**Working hours**

Monday to Thursday 9am to 5pm

Friday 9am to 1pm

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

**Salary**: £18,000.00-£25,000.00 per year

**Benefits**:

- Company pension
- Employee discount
- Free parking
- Life insurance
- Referral programme

Schedule:

- Monday to Friday
- No weekends

Work Location: In person

Application deadline: 29/03/2024


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