Career Opportunities for Recent Graduates
2 weeks ago
About This Role
Benchmark Financial Planning is a leading provider of financial advisory services, and we are currently seeking a recent graduate to join our team as an IFA Administrator / Trainee Paraplanner in Londonderry, Northern Ireland.
We offer a dynamic and inclusive work environment that thrives on innovation and fresh perspectives. As a recent graduate, this role presents an excellent opportunity to gain relevant industry experience and broaden your horizons.
Key Responsibilities
- Administrative support to our financial advisers, ensuring compliance with service level agreements and timelines.
- Receiving visitors, setting up new contracts, and processing applications in line with FCA regulations.
- Preparing and sending letters of authority while obtaining policy information for research.
- Managing client data, daily activities on Enable (internal CRM system), and preparing business packs for advisers.
- Uploading and submitting compliance documentation, conducting mail merges, and performing other general administrative duties.
- Submitting business on the Fusion platform, facilitating report binding, and managing spreadsheets.
- Assisting with annual client reviews and updating client valuations.
Requirements
- Administration experience within financial services is advantageous.
- Familiarity with Fact Find and risk profiles would be beneficial.
- R01, FA1, FA2 qualified, or pursuing qualifications is an advantage.
- Excellent attention to detail, accuracy, and organisational skills.
- Proficiency in Microsoft Excel.
What We Offer
This full-time role offers a competitive salary of £25,000 per annum, commensurate with experience. Our office in Londonderry operates in a hybrid working model, with successful applicants expected to be present in the office three days a week. Our working hours are Monday to Friday, from 9 AM to 5 PM.
Embracing Diversity
Benchmark Financial Planning is committed to equal opportunities and inclusivity, welcoming candidates from diverse backgrounds. We believe that diversity of thought enables us to achieve our goal of delivering excellent investment returns to clients through active management.
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