At a Glance
- Tasks: Support financial advisers with admin and paraplanning tasks, ensuring smooth client interactions.
- Company: Established financial advisory practice with a supportive team environment.
- Benefits: Competitive salary, company events, pension scheme, and life insurance.
- Other info: Join a dynamic team in Romford with a focus on professional progression.
- Why this job: Kickstart your career in finance with opportunities for growth and development.
- Qualifications: 2 years in financial planning admin, strong communication, and attention to detail.
The predicted salary is between 24000 - 27000 £ per year.
Rosemount Independent Financial Advisers are a long established and stable financial advisory practice based in Gidea Park. The role will be to provide strong administrative and Paraplanning support to our Financial Advisers. With the right candidate there will be the opportunity for progression.
Responsibilities
- Preparing paperwork for client meetings, business submission and the processing of new business for pension and investment plans.
- Producing client portfolio reviews.
- Produce suitability reports and supporting documentation.
- Interpret adviser notes and translate into compliant recommendations.
- New Business Illustrations.
- Trading on provider platforms.
- Routine administrative tasks.
- Maintaining client data on our CRM tool XPLAN.
- Other tasks as allocated by management.
Qualifications & Experience
- Experience/knowledge of life, pension & investment plans.
- Excellent communication skills both written and oral.
- Good attention to detail.
- Excellent proactive attitude towards work.
- Ability to use initiative and work independently as well as part of a team.
- Ability to plan workloads and manage conflicting demands and deadlines, with a keen and flexible attitude and ability to work well under pressure.
- Highly organized with a good attention to detail.
- Previous experience working in a Financial Planning administrative role is essential, minimum 2 years.
- Microsoft Office Skills.
- Diploma in Financial Planning or equivalent is desirable.
Benefits
- Company events
- Company pension
- Life insurance
- On-site parking
Job Type: Full-time
Pay: £34,000.00-£45,000.00 per year
Location: In person, Romford RM2 6BD. Reliably commute or plan to relocate before starting work (required).
Experience: Life, pension and investment administration: 2 years (required).
Financial Planning Administrator / Paraplanner in Romford employer: Rosemount IFAs
Rosemount Independent Financial Advisers is an excellent employer, offering a supportive work culture that values employee growth and development. Located in the heart of Gidea Park, we provide our team with opportunities for progression within a stable and established financial advisory practice, alongside benefits such as company events, a pension scheme, and life insurance.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator / Paraplanner in Romford
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We think you need these skills to ace Financial Planning Administrator / Paraplanner in Romford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Rosemount IFAs
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Rosemount IFAs.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Rosemount IFAs employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
