At a Glance
- Tasks: Support financial advisers with administration and paraplanning tasks in a dynamic environment.
- Company: Boutique financial practice in the heart of Norwich with a strong client base.
- Benefits: Competitive salary, 25 days holiday, and group pension after probation.
- Other info: Training provided, with opportunities for professional growth.
- Why this job: Join a supportive team and gain valuable experience in financial planning.
- Qualifications: Experience in administration is essential; paraplanning experience is a plus.
My client is a boutique practice in the centre of Norwich; they are a well-established firm with a strong client following. A vacancy has arisen to support one of their Financial Advisers with their administration and paraplanning tasks. This position involves working closely with one of my clients’ advisers and providing one-to-one support on all aspects of business processing. You will liaise with clients and product providers on existing and new business via telephone, email and letter.
Whilst prior experience of both administration and paraplanning is desirable, candidates with strong financial planning administrative skills and a willingness and desire to grasp the paraplanning elements of the role will be strongly considered; no qualifications are required but prior experience is essential. This role has arisen out of a requirement for further adviser support.
The key tasks of the Administrator/Paraplanner include:
- You will update client records from fact finds and meeting notes.
- You will process new business applications – to include preparation of illustrations and forms.
- You will process the withdrawal of funds.
- You will process fund switches/buys.
- You will carry out the administration of existing plans.
- You will provide client valuations and review letters.
- You will process post-retirement Cashflow Modelling by compiling reports using SelectaPension (desirable).
- You will carry out fund research using tools such as FE Analytics.
- You will carry out risk profiling of clients.
- You will complete suitability report preparation using templates.
Procedures for both new business and client reviews are well established and training will be provided.
Key Skills
- Previous experience in administration processes within an IFA practice.
- Experience of Paraplanning processes within an IFA practice would be advantageous, but not essential.
- Experience of using Intelliflo is desirable.
- You will possess a good knowledge of products and procedures.
- You will be articulate, a good communicator and possess strong organisational skills.
- You will possess the ability to work within an established team structure.
- You will possess the ability to prioritise workload.
- You will perform to a high standard in a sometimes pressurised environment, where necessary.
- You will have excellent attention to detail.
- Experience using Intelligent Office would be advantageous; my client also uses a variety of provider platforms, such as Transact, Prudential, Aviva and Fidelity.
Salary level: £20,280 - £29,200 depending on experience and hours worked. This role is permanent and is fully office based.
Holiday: 25 days per annum plus bank holidays pro rata for hours worked (Discretionary time off at Christmas/New Year). Monday to Thursday 9am-5pm. Group Pension membership following successful completion of probationary period.
Administrator / Paraplanner in Norfolk employer: Service Service Employment Agency Limited
Join a well-established boutique practice in the heart of Norwich, where you will be part of a supportive team dedicated to delivering exceptional financial advice. With a strong client following, this role offers a collaborative work culture, opportunities for professional growth, and comprehensive training in paraplanning tasks. Enjoy a competitive salary, generous holiday allowance, and a group pension scheme, all while working in a vibrant city known for its rich history and community spirit.
Contact Details:
Service Service Employment Agency Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Administrator / Paraplanner in Norfolk
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who might know someone at the boutique practice in Norwich. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial products and paraplanning processes. We recommend practising common interview questions and having examples ready that showcase your organisational skills and attention to detail.
✨Tip Number 3
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. It’s a simple way to stand out from the crowd.
✨Tip Number 4
Apply through our website for the best chance of landing the job! We make it easy for you to showcase your skills and experience directly to employers looking for candidates just like you.
We think you need these skills to ace Administrator / Paraplanner in Norfolk
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant admin or paraplanning experience, even if it’s not extensive. We want to see how you can fit into our team!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your background makes you a great fit. We love seeing personality, so don’t be afraid to let yours show!
Be Clear and Concise:When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially since you'll be liaising with clients and providers. Make it easy for us to see your strengths!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Service Service Employment Agency Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specific tasks mentioned in the job description. Familiarise yourself with terms like paraplanning, fund switches, and client valuations. This will show that you're genuinely interested and ready to hit the ground running.
✨Practice Makes Perfect
Rehearse common interview questions related to administration and paraplanning. Think about your previous experiences and how they relate to the role. Practising with a friend or in front of a mirror can help you articulate your thoughts clearly and confidently.
✨Show Off Your Communication Skills
Since this role involves liaising with clients and product providers, demonstrate your communication skills during the interview. Be clear and concise in your answers, and don’t hesitate to ask questions if you need clarification. This shows that you’re engaged and eager to learn.
✨Be Organised and Punctual
Arrive on time for your interview and bring any necessary documents, like your CV and references. Being organised reflects your ability to manage tasks effectively, which is crucial for the Administrator/Paraplanner role. Plus, it sets a positive tone right from the start!
