Our client is a first class wealth management business close to Kings Cross. Their current requirement is for an experienced Senior Administrator or Junior Paraplanner to join the organisation to provide support to a Senior Financial Planner.
75% Junior Paraplanning & 25% Office Administration
Support the Senior Paraplanners and Consultants.Oversee changes/restructures of clients’ financial planning requirementsGeneral client work (mostly investigative)Attend, when requested, client meetings alongside the paraplanner and/or consultant
Annual Review Valuation ReportsReport writingObtaining additional information from providers regarding transactions/fund research/withdrawals/annual allowancesChecking/correcting valuations
SystemsRequires a good understanding of Avelo/IRESS/1st
Financial Report writingSuitability lettersISA lettersFund switch letters – including assisting Paraplanners with client’s asset allocation breakdown and portfolio realignment to the benchmark risk profile.
Collating Information and DocumentationObtaining illustrations, application forms, product and fund information from providers including charges, AMCs & TERsExchange quotes Prepopulating forms and drafting letters of instruction.Obtain information regarding products and investment funds.Fund research
Basic office administration dutiesPost am/pmOrganise meeting rooms for client meetingsStationary ordersMaintaining filing system including onsite and offsite archivingPrinting & ScanningDrafting letters of authorityInput Finametrica details to obtain risk profileAnswer email queries from the LLP/Tax Department
This job was originally posted as www.totaljobs.com/job/76115912