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Wealth Planning Administrator

2 months ago

London, Greater London, United Kingdom mbf. Full time
{"title": "Paraplanner", "description": "Key Responsibilities

As a Paraplanner at mbf., you will be responsible for the administration of our financial advisory offering. This includes implementing and maintaining our Wealth Planning technical services, ensuring the smooth delivery of the administration of the financial advisory business, and owning the administrative tasks and workflow.

Main Tasks
  • Technical work including cash flow modelling, preparation of plan schedules, and pension scheme analysis.
  • Suitability report writing.
  • Data and document preparation for new clients and existing client reviews.
  • Case management using a Client Relationship Management system; ability to accurately record and maintain client and plan data.
  • Respond professionally and capably to administration queries from third parties including clients, providers, Wealth Planners and Investment Managers.
  • Efficient servicing of existing plans.
Requirements
  • GCSE Maths and English Language or equivalent (grade C or above essential).
  • Basic financial planning qualifications essential (Ideally CII Diploma or above).
  • Proven track record in administration of financial advice, ideally working as a paraplanner for a financial advisory firm for at least two years.
  • Trained in the Microsoft suite of products especially Excel and Word. Experience in Intelligent Office, CashCalc, Select A Pension and Assureweb advantageous but not essential.
  • Client-centric, energetic, keen to learn and desire to work hard.
  • Resourceful and forward thinking.
  • Strong communication skills including good written and verbal communication skills.
  • Excellent attention to detail and accuracy
About the Role

This is an opportunity to work with a highly reputable organisation established over 70 years ago who manage over £10BN of client funds. We can provide a platform for a motivated individual who is keen to learn and further develop their career within a HNW, flexible working environment. The role offers a salary of up to £58k plus 10% pension, excellent bonus and other comprehensive benefits.

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