Junior Paraplanner
Sutton Coldfield (Office based)
£30,000 to 35,000 p/a depending on experience
Bell Cornwall Recruitment are currently searching for an experienced Junior Paraplanner or an experienced administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield.
The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future.
The help with range of different 'products' from Pensions, Investments, Protection and more.
What we're looking for
- Previous experience working as a IFA Administrator within an Independent Financial Adviser (IFA) or financial planning firm.
- Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications.
- A good understanding of pensions, investments, ISAs and protection products.
- Excellent organisational skills and exceptional attention to detail.
- Strong communication and customer service skills.
What you'll be doing
- Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person.
- Managing advisers' diaries and arranging client meetings.
- Preparing client meeting packs, valuations and review documentation.
- Processing new business for pensions, investments, ISAs and protection policies.
- Submitting applications and ensuring all documentation is accurate and compliant.
- Monitoring applications through to completion and keeping clients and advisers updated on progress.
- Using provider platforms to obtain valuations, process transactions, request information and service existing business.
- Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information.
- Preparing paperwork for annual reviews and ongoing client servicing.
(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
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Junior Paraplanner in Birmingham employer: Bell Cornwall Recruitment
Join a well-established law firm in Worcester that values its employees and fosters a supportive work culture. With a focus on Family Public Law, this role offers meaningful work alongside experienced solicitors, while also providing opportunities for professional growth and flexible working arrangements to suit your lifestyle. Experience the satisfaction of contributing to important legal matters in a collaborative environment that prioritises your career development.
