At a Glance
- Tasks: Support the Managing Director with administration and paraplanning tasks in a friendly team.
- Company: Established financial advisory firm with a supportive culture and excellent staff retention.
- Benefits: Competitive salary, 25 days holiday, free parking, and perks after probation.
- Other info: Dynamic environment with potential for career growth and cross-team support.
- Why this job: Kickstart your career in financial services with hands-on experience and training opportunities.
- Qualifications: Experience in administration within an IFA practice is desirable; communication skills are key.
The predicted salary is between 33800 - 36500 £ per year.
My client is looking for an experienced Financial Planning savvy professional to join them as an Administrator / Paraplanner. The ideal candidate will have worked in holistic financial planning in the capacity of an administrator who is looking to further their career or be someone new to the sector with a transferable background and/or a keenness to build a career in the Financial Services world. Additional exposure to elements of Paraplanning such as research and report writing would be advantageous but not essential.
My clients’ offices are just outside of the city centre to the East of Norwich. They are a close-knit group, who are extremely friendly and supportive with excellent staff retention. This role has arisen out of a requirement for additional adviser support due to the internal progression of existing staff. This role will be to support the Managing Director with their administration and paraplanning tasks.
Salary level: £33,800 -£36,500 depending on experience
Job Type: Permanent, Office Based
Holiday: 25 days per annum plus bank holidays (Discretionary time off at Christmas/New Year)
Hours: Monday to Friday 9am-5pm
Location: Office based, Norwich, Norfolk
Benefits: Free car parking, Group DIS, Perkbox discount scheme and Group Pension membership following successful completion of probationary period
This position entails working closely with the MD 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 the telephone, email and letter.
The key tasks of the Administrator/Paraplanner include:
- Previous experience in administration processes within an IFA practice
- Experience of Paraplanning processes within an IFA practice an advantage, but not essential
- Experience of Intelliflo and Transact - desirable
- Knowledge of products and procedures
- Articulate, good communication and organisational skills
- Ability to work within established team structure
- Ability to prioritise workload
- Perform to a high standard in a pressurised environment, where necessary
- Attention to detail
My clients’ procedures for both new business and client reviews are well established, and training can be provided. Occasional cross-team support will be required to cover holidays and/or sickness.
Key Skills:
- Previous experience in administration processes within an IFA practice is desirable
- Experience of Paraplanning processes within an IFA practice would be an advantage, but are not essential
- Experience of Intelliflo and Transact is desirable
- Knowledge of products and procedures
- You will be articulate, a good communicator and have excellent organisational skills
- The ability to work within an established team structure
- The ability to prioritise your workload
- Experience of performing to a high standard in a pressurised environment, where necessary
- Hold a good attention to detail
My client is a long-established, busy practice and it is important that their valued clients and their money is looked after efficiently and appropriately. My client has been a directly authorised Advisory Firm since 1996. My clients back-office system is Intelligent Office which is used for all admin processes. Transact is their preferred platform, with Aviva as their secondary platform.
Administrator / Paraplanner in Norwich employer: Service Service
Join a supportive and close-knit team in Norwich, where your career as an Administrator / Paraplanner can flourish. With excellent staff retention, a commitment to employee growth, and benefits like free parking and a generous holiday allowance, this company prioritises a positive work culture and meaningful professional development. Experience the satisfaction of contributing to a well-established financial advisory firm that values its employees and clients alike.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator / Paraplanner in Norwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially since they value a close-knit team. Think about how your skills in administration and paraplanning can support their Managing Director and enhance their client relationships.
✨Tip Number 3
Show off your communication skills! Whether it’s through a phone call or an email, make sure you articulate your passion for financial planning and how you can contribute to their established processes. A friendly approach goes a long way!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that dream job in financial services.
We think you need these skills to ace Administrator / Paraplanner in Norwich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight any previous experience in administration within an IFA practice, as well as any relevant paraplanning tasks you've tackled. We want to see how you fit into our friendly team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're keen on building a career in financial services and how your background makes you a great fit for the role. Don’t forget to mention your communication skills and attention to detail – they’re key for us!
Show Enthusiasm for Learning:If you’re new to the sector, don’t shy away from mentioning your eagerness to learn. Talk about any transferable skills you have and express your interest in training opportunities. We love candidates who are ready to grow with us!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re proactive – a quality we value highly!
How to prepare for a job interview at Service Service
✨Know Your Financial Planning Basics
Brush up on your knowledge of holistic financial planning. Understand the key concepts and terminology, as this will help you communicate effectively during the interview. Being able to discuss how your previous experience aligns with the role will show that you're serious about the position.
✨Showcase Your Organisational Skills
Since the role requires excellent organisational skills, prepare examples from your past experiences where you successfully managed multiple tasks or projects. This could be anything from prioritising workloads to ensuring attention to detail in your work.
✨Familiarise Yourself with Relevant Software
If you have experience with Intelliflo or Transact, make sure to mention it! If not, do a bit of research on these platforms. Showing that you're proactive about learning new tools can set you apart from other candidates.
✨Prepare Questions for the Interviewer
Think of insightful questions to ask the Managing Director about the company culture, team dynamics, or their expectations for the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
