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- Tasks: Support Financial Advisers with administrative duties and client requests.
- Company: AFH Wealth Management is a leading independent financial advisory firm in the UK.
- Benefits: Enjoy flexible working, competitive holidays, social events, and a contributory pension scheme.
- Why this job: Join a dynamic team, gain valuable experience, and contribute to high-quality financial advice.
- Qualifications: Experience in administration and proficiency in Microsoft Office are essential.
- Other info: This is a full-time, permanent role with hybrid working options.
The predicted salary is between 28800 - 43200 £ per year.
Overview
AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.
We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.
The purpose of the Paraplanning Administrator is to support Financial Advisers and Paraplanners in delivering high-quality financial advice by handling administrative duties to support client requests. You will ensure that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. To be successful in this role, you should be able to thrive in a fast-paced environment, providing technical and administrative support to ensure smooth operations within the firm.
Responsibilities
- Work alongside Paraplanners to participate in the delivery of comprehensive financial research within set SLAs
- Provide administrative support to include the preparation of client packs, research, illustrations and preparation of new business packs
- Ensure back-office systems are up to date with client information, provider contacts, case updates and documentation
- Work with Paraplanners, Advisers and Client Services Administrators to ensure the correct client outcome is achieved, whilst ensuring Advisers are kept up to date with case progression
- Support the wider paraplanning team with answers to questions and process guidance, whilst referring to Senior team members where necessary
- Adhere to all standard operating procedures, policies and processes, in accordance with all FCA regulations
Qualifications
- Experience is required within a general administration role
- Experience using Microsoft Word, Excel & Outlook
- Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude
- Ability to build relationships as well as maintaining supportive relationships with Advisers, other departments and members of the team
- A high level of accuracy, attention to detail and organisational skills with the ability to work within deadlines
Benefits And Perks
- Flexible working & holidays – Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
- Social perks – To recognise and celebrate employees\’ great work we are all invited to our annual Christmas and Summer parties.
- Pension – We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
- Bonus scheme – All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
- Health and wellbeing – The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
- Professional development – We are committed to helping you reach your potential by offering tailored learning and development programmes.
- Shopping discounts – Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.
Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.
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Paraplanning Administrator employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanning Administrator
✨Tip Number 1
Familiarise yourself with the financial advisory sector. Understanding the basics of financial planning and wealth management will help you engage in meaningful conversations during interviews and demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the industry. Attend finance-related events or join online forums to connect with current Paraplanning Administrators or Financial Advisers. This can provide insights into the role and potentially lead to referrals.
✨Tip Number 3
Brush up on your Microsoft Office skills, especially Excel. Since the role requires handling data and preparing client packs, being proficient in these tools will set you apart from other candidates.
✨Tip Number 4
Prepare for situational questions that assess your organisational skills and ability to work under pressure. Think of examples from past experiences where you successfully managed multiple tasks or met tight deadlines.
We think you need these skills to ace Paraplanning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration and any specific skills that align with the Paraplanning Administrator role. Emphasise your proficiency in Microsoft Word, Excel, and Outlook, as well as your attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your skills and experiences make you a great fit for supporting Financial Advisers and Paraplanners at AFH Wealth Management.
Highlight Relevant Experience: In your application, be sure to include examples of past roles where you've demonstrated your ability to work in a fast-paced environment and manage administrative tasks effectively. This will show that you can thrive in the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Paraplanning Administrator position.
How to prepare for a job interview at AFH Wealth Management
✨Showcase Your Administrative Skills
Make sure to highlight your experience in general administration roles. Be prepared to discuss specific tasks you've handled, especially those that demonstrate your ability to manage client information and support financial advisers.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, be ready to provide examples of how you've maintained high standards in your work. Discuss any processes you follow to ensure that all documentation is correct and up to date.
✨Familiarise Yourself with Financial Terminology
Brush up on key financial terms and concepts relevant to paraplanning. This will not only help you understand the role better but also show your commitment to the field during the interview.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the company culture, team dynamics, and expectations for the Paraplanning Administrator role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
