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Experienced Financial Services Administrator
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Ellesmere, United Kingdom Sedulous Admin Full timeWe are a small outsourced administration company that offers technical admin support to Financial Advisers/Planners and Oursourced Paraplanners. Due to increasing demand, we're hiring a new team member, with indepth industry experience. The role is part time approx. 15-20 hours per week but there could be more hours if required. This is a home based...
Paraplanner
4 months ago
Bond Recruitment is delighted to be recruiting and experienced Paraplanner with experience of Defined Benefit (DB) Pension Transfers, on behalf of our client, a very well established and market leading financial planning firm which specialises in providing financial advice to British expats.
Specific activities include:
* Check all compliance paperwork is present
* Confirm client risk profile is determined
* Discuss client objectives with planner
Preparing recommendations
* Identify areas for planning
* Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client's needs
* Prepare information/comparisons for analysis by planner
* Consider current and future allocation of assets for investment strategy with regard to client risk profile
* Prepare draft recommendation reports to be discussed/signed off by planner
Implementing recommendations
* Prepare suitability letters in accordance with the agreed recommendations
* Complete application / proposals forms
* Implement the chosen investment strategies
Essential Attributes
These would be expected of an experienced paraplanner
* Understanding of the Financial Planning process
* Able to work within defined business processes
* Ability to achieve agreed outcomes without supervision
* Prioritise and plan own workload
* Detailed and accurate * Articulate
* Excellent inter‐personal skills, both written and verbal
* Ability to multi‐task and prioritise effectively
* Good IT skills * Good report writing skills
* Ability to work independently and in a team
* Broad knowledge of financial services world
* High level of technical knowledge
Qualifications
*Qualified to Level 4 Diploma with either- G60, AF7 or AF5
Terms and conditions:
- A permanent full-time position, no hybrid working for this role.
- Starting salary £32,500 to £35,000 dependant on experience and qualifications, but the pension transfer qualification is an absolute must.
- Bonus scheme dependent upon productivity/profitability.
- Company Pension
- A health cash plan
- Life Assurance / Death in Service Scheme of twice salary
- Income Protection Scheme
- Annual Leave starting at 25 days per year.
- A day off on your Birthday
- Long service awards - We want your loyalty to be recognised
- Wellbeing Support Services including EAP (Employee Assistance Programme), Virtual GP and counselling options .
- Supportive approach to Learning and Development opportunities with funding provided towards qualifications to help you thrive in your role.
- Free car parking
- Departmental and Company Social Events
- 'Recruit a Friend Bonus Scheme'
- Inclusion in the company's pension scheme
- 25 days holiday plus Bank holidays