Paraplanner Administrator

Paraplanning Administrator
Up to £38,000
Bristol
Responsibilities

• Produce simple suitability letters and non-complex recommendation reports
• Assist paraplanners with the collation of research gathering and documentation needed for all financial planning reports, recommendations and suitability letters
• Process and manage new business and servicing through to completion. Handle the submission, account set up and tracking of applications, transactions, transfers, payments and other client-related processes. Chase progress of applications; managing any issues arising and keeping clients up to date with any progress 
• Handling investment management payments to clients and third parties
• Prepare, maintain and check all client files and documentation in line with company and regulatory standards

Requirements
 

• Senior Administrator or equivalent background
• Good understanding of the provision of regulated advice and investment management services
• Ability to focus on a client’s perspective and provide an excellent client experience
• Computer Skills – competent in the use of relevant packages including Word and Excel, experience of using client record and database systems