Our client, a firm of Independent & Chartered Financial Planners are established in the industry and offer a solid reputation for providing holistic Financial Advice. They are now looking to recruit an additional Administrator to join their established team. Supporting a team of Financial Planners, the successful candidate will provide direct support across three key teams within the business, including; Administration, Review and Report Writing.

Duties and responsibilities will be varied and consist of;

Admin team

• Dealing with new business
• Top ups
• Changes in client income
• Withdrawals Handling daily queries from clients and candidates
• Providing management information
• Organising future planning meetings with a client on behalf of the Financial Planner
• Liaise with product providers and other third parties to acquire any additional information

Review team

• Preparing the client review reports for the advisers to take to meetings
• Using both un-house and the Dynamic Planner template

Report writing team

• Preparing suitability reports
• Preparing new business documentation

Candidates MUST come from a similar background and be used to providing direct support to a team of Planners. Those with knowledge of various systems such as

• Intelligent office
• Dynamic Planner
• Provider Platforms - Scottish Widows, Parmenion & Raymond James.

Candidates applying for the role will ideally have at least 2/3 years' experience working in the with good knowledge working in a similar role. An excellent standard of education and have attained or can evidence working towards Level 4 Paraplanning diploma. Proficient IT skills in core Microsoft Office systems are required, along with knowledge of the Intelligent Office CRM system is a distinct advantage.

NJR REF 15333

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