Senior Administrator/Junior Paraplanner - Colchester, Essex
Salary up to £23,000 plus benefits
We have been retained by a leading fee-based practice that provides independent advice to both private and corporate clients; they hold a reputation around professionalism and trust with the client which is paramount in today's market. They’re looking to appoint a Senior Administrator/Junior Paraplanner to assist the Paraplanners & IFAs within the business and provide a comprehensive support service.
The key responsibility for the role will be provide support across technical IFA administration for pre and post sales business, after Paraplanners have carried out research and provided a recommendation for the clients. You will also work closely with clients in respect of creating the portfolio and ensuring that they’re aware of the next steps of the advice process.
* Client/database management of Avelo and produce reason why letters and client meeting packs
* Provide technical assistance, research and comprehensive sales support for pre and post sales business
* Management of WRAP platforms, provider and client liaison
* Prepare all information and reports for client meetings and work with administration team as required to obtain illustrations and ensure they have processed new business
* Keep up to date with technical and professional development and assist in the continual cycle of improving the advice and review process
The firm are looking to appoint an individual who has experience of operating within the financial planning market ideally from a private client background. You will be ideally have made progress to Level 3 / Cert PFS or equivalent and be keen to develop to Level 4 Diploma. The role holder will be able to provide support competently and understand the advice process. Personal attributes are important, you will be able to converse with clients with comfort and be a team player, technically advanced you will have a real desire to learn, improve and strive for perfection.
There is a basic salary of up to £23,000 including benefits; this is a very stable firm with an excellent reputation along with the option to develop your professional qualifications with the support of the firm. Longer term the role holder will be able to determine his or her own career path by way or advice or continuing in a technical capacity.
Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.