Junior Paraplanner - IFA Administrator

A rare opportunity exists for an experienced Financial Services Administrator to join one of the most exciting and ambitious national financial advisory firms as a Junior Paraplanner / IFA Administrator at their office in Kibworth.

Applications are welcomed from administrators, case managers and junior paraplanners currently working within financial services, who are looking for an exciting career move, mature working environment and the opportunity to develop a rewarding career, to DipFS status.

Job Skills

Strong previous administration background

Excellent organisational skills

Able to self-manage their day

Self-starter

Works well to deadlines

Ability to track work and provide chasers to ensure work is completed efficiently in a timely manner

Telephone skills, both incoming and outgoing

Works well under pressure and able to reorganise their day to meet urgent requests from the team

Works well in a team as well as on their own

Takes initiative when completing tasks

Willing to learn new skills and develop more complex financial administration skills over a 12-18 month period

Report writing and research

Tasks

Issuing reports and letters, completed by the team to clients.

Completing application forms on behalf of clients.

Issuing forms to clients and sending completed forms to providers.

Actioning post received in the office and via head office.

Business submissions.

Annual Review submissions.

Chasing outstanding applications/transfers/other work

Tracking outstanding submissions

Preparing packs for client meetings

Manage a diary chasing system

Issuing letters of authority to providers, tracking receipt of form by provider and chasing required information.

Housekeeping of in house system.

Filing, scanning and general housekeeping

The successful applicant will have

A minimum of 1 year of financial services experience.

Level 4 Diploma or working towards.

Ability to engage with colleagues and clients of all backgrounds.

Excellent organisational skills.

Due to the anticipated high level of interest in this opportunity, if you have not heard back from your application within 7 days, please assume that you have been unsuccessful on this occasion.