Junior Paraplanner/senior Administrator

10 hours ago

Maidstone, United Kingdom Office Angels Full time

Office Angels are delighted to be recruiting for this Financial Planning and Wealth Management company based in Maidstone. We are recruiting for this long-standing team who are looking for an experienced, confident Junior Paraplanner/Senior Administratorto work in a busy environment.

**Job Title**:Junior Paraplanner/Senior Administrator

**Location**: Maidstone

**Salary**:£28k-£35k Depending on experience

**Hours**:Monday-Friday 9am to 5pm with an hour lunch

**Benefits**:

- 23 days A/L leading to 25 days after 2 days service.
- Free on-site parking.
- Company Pension Scheme after 3 months service.
- Death in service.
- Staff discounts.
- Opportunity for hybrid working after 6 months service.
- Beautiful surroundings.

**The role**:
To work with the Financial Planners and help develop our Client Support Team. Working with Pensions, ISAs, General Investment Accounts, Investment Bonds and Trusts.

**As the Junior Paraplanner/Senior Administrator your key responsibilities would be**:

- Report writing and production of detailed recommendations.
- Preparing and maintaining client files.
- Dealing with investment and product providers on various issues.
- Carrying out portfolio analysis.
- Dealing with clients in relation to queries.
- Dealing with SIPP providers and pension companies on drawdown and phased drawdown cases.
- Analysis of investment bonds, recommend and implement switches of underlying investment funds.
- Collection of all quantitative detailed information required to compile a financial plan.
- On occasions attend client meetings.
- To ensure the confidentiality of all client documentation and information.
- Compile draft net worth statements: income and expenditure statements and financial cashflow forecasts using Voyant and discuss with Financial Planner.
- Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client's needs.
- Make changes to clients' investments as instructed.
- Implement the chosen investment strategies.
- Level 4 Diploma in Financial Planning/Regulated Financial Planning or be working towards.
- Understanding of the Financial Planning process.
- A broad range of financial services.
- High level of technical knowledge.
- Good knowledge and practical experience of dealing with pension drawdown and phased drawdown cases (including SIPPs).
- Experience of using FE Analytics or Morningstar.

**Next steps**:
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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