Financial Planning Administrator / Junior Paraplanner

Recruiter
MB Fitzgerald
Location
London
Salary
30000.0000
Posted
12 Feb 2017
Closes
12 Mar 2017
Contract Type
Permanent
Hours
Part Time

Our client is a first class wealth management business based 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 requirements
  • General client work (mostly investigative)
  • Attend, when requested, client meetings alongside the paraplanner and/or consultant

Annual Review Valuation Reports

  • Report writing
  • Obtaining additional information from providers regarding transactions/fund research/withdrawals/annual allowances
  • Checking/correcting valuations

Systems

  • Requires a good understanding of Avelo/IRESS/1st

Financial Report writing

  • Suitability letters
  • ISA letters
  • Fund switch letters - including assisting Paraplanners with client’s asset allocation breakdown and portfolio realignment to the benchmark risk profile.

Collating Information and Documentation

  • Obtaining illustrations, application forms, product and fund information from providers including charges, AMCs & TERs
  • Exchange quotes
  • Prepopulating forms and drafting letters of instruction.
  • Obtain information regarding products and investment funds.
  • Fund research

Basic office administration duties

  • Post am/pm
  • Organise meeting rooms for client meetings
  • Stationary orders
  • Maintaining filing system including onsite and offsite archiving
  • Printing & Scanning
  • Drafting letters of authority
  • Input Finametrica details to obtain risk profile
  • Answer email queries from the LLP/Tax Department