Paraplanner/Senior Administrator full time or 4 days a week
Paraplanner/Senior Administrator (full time or 4 days a week), £35,000, Bromley in South London
Your new company
A successful boutique IFA practice based in Bromley, South London has an urgent job requirement for a Paraplanner/Senior Administrator. This family friendly firm offers a comprehensive financial planning service to clients, covering all Investment and Protection needs such as Pension Planning, Life Assurance, Income protection, Investments and Mortgages. Due to expansion, the company urgently requires a Paraplanner/Senior Administrator to join its team on either a full time or 4 days-a-week basis.
Your new role
Reporting to the firm's 2 directors, you will take full control of the back office function. You will be responsible for providing technical support to the company's 2 Advisers. Your key duties will include:
- Preparing the new client file, which will contain the basic fact find questionnaires
- Preparing suitability reports from templates in dropbox to the required standard
- Preparing fund comparison with of fund recommendations from Trustnet
- Preparing on-line submissions and produce all necessary paperwork for advisor's client to sign
What you'll get in return
You will receive a competitive salary of up to £35,000 (pro rata if over 4 days). Your benefits package will include a pension, study support, discretionary bonus, 23 days holiday (plus Bank Holidays) and potentially flexible hours. Career progression is encouraged at the firm into roles such as an Adviser. Parking is available outside the offices, which are based a short walk away from a key overground train station.
What you'll need to succeed
You will need at least 2 years Financial Services experience, ideally within a Paraplanner or Senior Administrator role.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.