IFA Administrator/ Paraplanner- Northumberland

Recruiter
Tempest Jones
Location
Corbridge, UK
Salary
Competitive
Posted
26 Jul 2019
Closes
01 Aug 2019
Ref
1186047964
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
IFA Administrator/ Paraplanner

Technical Financial Planning Administrator

The successful candidate will be responsible for the provision of technical and administrative support to a small team of busy financial planners, working collaboratively to provide an excellent service to both their existing and new clients. Day to day tasks will involve but are not limited to:

- Collation of data and assimilation of client packs prior to adviser meeting;

- Obtaining portfolio valuations and new business illustrations;

- Exposure to pensions, investments, protection and in some cases, mortgages;

- Submission of business via a variety of means for a wide range of life companies and investment providers;

- Creation of suitability letters using templates and automated systems;

- Typing letters and creating reports;

- Handling client enquiries, arranging meetings for advisers and other ad hoc coordination and administrative tasks.

Key Skills

To apply for the role, you must have experience working in a financial planning practice supporting a financial consultant with pension and investment business. You will have a keen eye for detail and excellent communication skills, organisation and prioritisation.

You will be highly professional, polite and have excellent communication skills both written and verbal.

To apply, please send your CV to jenny @ tempestjones . com .

Northumberland, newcastle, tyne and wear, corbridge, Prudhoe

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