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For Companies At a Glance
- Tasks: Support Financial Advisers by producing reports and managing client documentation.
- Company: Join a respected Chartered Financial Planning firm with over 40 years of experience.
- Benefits: Enjoy a competitive salary, hybrid work options, and generous annual leave.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Experience in financial planning and strong numeracy skills are essential.
- Other info: Dynamic team environment with opportunities for professional development.
The predicted salary is between 24000 - 28800 £ per year.
This Paraplanning Administrator job in North Somerset provides the opportunity to join a quality, Chartered Financial Planning firm. You will be joining their head office support staff team including Paraplanners and IFA Administrators, who provide quality support to their team of Chartered Financial Planners.
As a Paraplanning Administrator, your duties will include:
- Produce simple suitability letters and non-complex reports
- Assist Paraplanners with gathering research and documentation for reports, recommendations and suitability letters
- Ensure all compliance paperwork is completed
- Prepare application forms and paperwork required for the advice process
- Process and manage standard and more complex new business and servicing through to completion
- Chase progress of applications and inform the Financial Advisers should any issues arise
- Process any servicing changes to clients’ investments
- Prepare client portfolio valuations and review documents
- Hold regular meetings with your Paraplanners and Financial Adviser to discuss ongoing and upcoming cases
Paraplanning Administrator Requirements
- You must have experience within a financial planning firm and have supported Financial Advisers
- You should have knowledge of financial planning products and the client process
- You will ideally hold RO1 or CF1
- You must have excellent numeracy and literacy skills (GCSE grades A – C or 4 – 9)
- You must be competent using Microsoft Office products and industry software
The Company
Our client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to approximately 600 clients. They have £400m FuM and have plans to continue growing.
Paraplanning Administrator Benefits
- Salary of £28,000 - £32,000 depending on experience
- Plus company benefits available immediately include group life cover, group income protection
- Upon completion of probation, private medical insurance, health cash plan, cycle to work scheme, workplace pension with employer contribution of up to 5% of your salary provided this is matched by you
- Hybrid based role with up to 2 days from home (may require additional days in the office during probation period)
- Typical working hours of Monday to Friday, 9am to 5:30pm with 1 hour for lunch
- 25 days annual leave (rising up to 30 days) plus bank holiday, plus 1 day’s birthday leave and 1 day for charity/community work each year
Location
North Somerset
Paraplanning Administrator employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanning Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry. Let them know you're on the lookout for a Paraplanning Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning products and processes. Be ready to discuss how your experience aligns with the duties listed in the job description. Confidence is key, so practice answering common interview questions with a friend or in front of the mirror!
✨Tip Number 3
Don’t forget to follow up after your interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great opportunity to reiterate why you’re the perfect fit for their team.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanning Administrator position. We make it easy for you to showcase your skills and experience directly to employers looking for talent like yours!
We think you need these skills to ace Paraplanning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanning Administrator role. Highlight your experience in financial planning and any relevant qualifications like RO1 or CF1. We want to see how your skills match what we're looking for!
Showcase Your Skills: Don’t forget to showcase your excellent numeracy and literacy skills. Mention your proficiency with Microsoft Office and any industry software you’ve used. This will help us see that you’re ready to hit the ground running!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your previous experience has prepared you for this position. We love seeing enthusiasm and a personal touch!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of everything. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning products and the client process. Familiarise yourself with the types of reports and suitability letters you'll be producing, as well as the compliance paperwork involved. This will show that you're not just a good fit for the role, but that you’re genuinely interested in the work.
✨Showcase Your Experience
Be ready to discuss your previous experience in a financial planning firm. Highlight specific examples where you've supported Financial Advisers or worked on similar tasks. This will help demonstrate your capability and how you can hit the ground running in this new role.
✨Get Comfortable with Tech
Since you'll be using Microsoft Office and industry software, make sure you're comfortable with these tools. If there are any specific programmes mentioned in the job description, try to get familiar with them beforehand. Being tech-savvy can really set you apart from other candidates.
✨Prepare Questions
Think of insightful questions to ask during the interview. This could be about the team dynamics, the types of clients they work with, or how they measure success in the role. Asking questions shows your enthusiasm and helps you gauge if the company is the right fit for you.
