At a Glance
- Tasks: Support financial advisers with administration and paraplanning tasks in a dynamic office environment.
- Company: Boutique financial practice in the heart of Norwich with a strong client base.
- Benefits: Competitive salary, 25 days holiday, group pension, and discretionary time off at Christmas.
- Other info: Training provided, with excellent opportunities for career growth in a supportive team.
- Why this job: Gain hands-on experience in finance while working closely with experienced advisers.
- Qualifications: Strong administrative skills; prior experience in finance is essential, but no formal qualifications required.
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.
Part Time Administrator / Paraplanner in Norwich employer: Service Service
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 services. With a strong focus on employee development, this role offers comprehensive training and opportunities for growth within a collaborative work culture, alongside competitive benefits such as 25 days of holiday and a group pension scheme. Experience the unique advantage of working in a vibrant city while contributing to a firm with a loyal client base and a commitment to excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Part Time Administrator / Paraplanner in Norwich
✨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 underestimate the power of follow-ups! After your interview, send a thank-you email expressing your enthusiasm for the role. It shows you’re keen and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for a smoother process! We’ve made it easy for you to submit your application and get noticed. Plus, it’s a great way to show you’re tech-savvy and familiar with online platforms.
We think you need these skills to ace Part Time Administrator / Paraplanner in Norwich
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 you have, 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 this role and how your background makes you a great fit. Be genuine and let your personality come through – we love to see that!
Showcase Your Communication Skills:Since you'll be liaising with clients and product providers, it's crucial to demonstrate your communication skills. Whether it’s in your CV or cover letter, make sure to highlight any experience where you've effectively communicated with others.
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 the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at Service Service
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and administration processes. Familiarise yourself with the key tasks mentioned in the job description, like processing new business applications and updating client records. This will show that you're serious about the role and ready to hit the ground running.
✨Show Off Your Communication Skills
Since you'll be liaising with clients and product providers, it's crucial to demonstrate your communication skills during the interview. Practice articulating your thoughts clearly and confidently. You might even want to prepare a few examples of how you've effectively communicated in past roles.
✨Highlight Your Organisational Skills
This role requires strong organisational abilities, so be prepared to discuss how you manage your workload and prioritise tasks. Think of specific instances where you've successfully juggled multiple responsibilities or met tight deadlines, as this will resonate well with the interviewers.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team structure, training opportunities, or the tools they use, like Intelliflo or SelectaPension. This shows your genuine interest in the position and helps you gauge if the company is the right fit for you.
