At a Glance
- Tasks: Support our Paraplanning Team by managing client documentation and liaising with financial advisers.
- Company: Join a vibrant team dedicated to making financial advice accessible.
- Benefits: Competitive salary, health plan, study leave, and professional development support.
- Other info: Flexible working options available after training, with excellent career progression opportunities.
- Why this job: Be part of a dynamic environment where your contributions directly impact client service.
- Qualifications: Previous admin experience in finance and strong organisational skills preferred.
The predicted salary is between 27900 - 34100 £ per year.
We are looking for a personable, capable and well-organised Paraplanning Support Administrator (PSA) to join our team. This is an exciting opportunity to play an important role in supporting our internal Paraplanning Team and helping us deliver a consistently high standard of service to our clients.
The role
- Preparing and submitting new business applications.
- Requesting information from product providers and following up on outstanding requests.
- Producing client review packs, valuations and supporting documentation.
- Assisting with new business and product research and comparisons.
- Liaising with financial advisers, product providers and other third parties.
- Supporting compliance processes and file-checking requirements.
- Preparing letters, reports and other client documentation.
- Keeping case records and back-office systems accurate and up to date.
- Managing multiple cases and helping to ensure work progresses within agreed timescales.
About you
- You will ideally have previous administration experience within an IFA or financial planning firm.
- A good working knowledge of pensions, investments and protection products.
- Experience using provider platforms and financial-services back-office systems.
- Strong organisational skills and excellent attention to detail.
- Confidence communicating with advisers, providers and other third parties.
- The ability to manage a varied workload, prioritise tasks and work independently.
- A positive, collaborative and client-focused approach.
The following would be beneficial but are not essential:
- Broader technical knowledge of financial products and the advice process.
- Experience using systems such as: CashCalc, FE Analytics, O&M.
No formal qualifications are required to apply. We are happy to support further professional development and qualifications for the right person.
What we can offer
- You will join a busy, vibrant and technically experienced team that is passionate about making high-quality financial advice accessible.
- You will play a pivotal role in helping us deliver a client service that is professional, clear, concise and easy to understand.
- We are proud to offer a supportive and flexible working environment, together with opportunities for professional development and career progression.
Salary: Up to £30,000 depending on experience
Location: Head Office, Westbourne
Working arrangement: Office-based, although we are open to conversations about hybrid working arrangements following successful training
Hours: Full time
Holiday entitlement: 24 days' annual leave plus statutory/bank holidays
Health plan: Health Cash Plan after 2 years
Study plan: Up to 6 days’ study leave and up to £2,500 towards relevant qualification costs
Other: Employee Assistance Programme
Professional development: Support for relevant qualifications and ongoing training
Paraplanning Support Administrator (PSA) in Folkestone employer: Strategic Solutions Financial Services
Join our dynamic team as a Paraplanning Support Administrator in Westbourne, where you'll be part of a vibrant and experienced group dedicated to delivering high-quality financial advice. We pride ourselves on fostering a supportive and flexible work environment that encourages professional growth, offering up to £2,500 towards qualifications and generous study leave. With a focus on collaboration and client satisfaction, this role provides a meaningful opportunity to contribute to our mission while enjoying a healthy work-life balance.
Contact Details:
Strategic Solutions Financial Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanning Support Administrator (PSA) in Folkestone
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Strategic Solutions Financial Services. You never know who might be your next boss or a crucial contact!
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✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Strategic Solutions Financial Services. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanning Support Administrator (PSA) in Folkestone
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Strategic Solutions Financial Services and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Strategic Solutions Financial Services how you can be a team player!
How to prepare for a job interview at Strategic Solutions Financial Services
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
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If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Strategic Solutions Financial Services.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Strategic Solutions Financial Services's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
