Job Description

An excellent opportunity has arisen for a professional Senior Administrator or Paraplanner to work in Thornbury.
Key Duties & Responsibilities :Senior Administrator or Paraplanner 

• Submission of client applications;
• Ensure all relevant information required for writing client reports is available,
• Liaise with third parties as required.
• Maintain accurate and up-to-date client information and deal with general client queries 
• Fully analyse clients’ requirements, develop cash flow models and accurately record client data;
• Research and analyse financial products to meet Client requirements and objectives;
• Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
• Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process;
• Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
• Work with other Practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process;
• Stay abreast of legislative changes and other regulatory issues taking necessary action as required;
• Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;
• Undertake continuous professional development to meet regulatory requirements and personal development needs.

Knowledge & Experience:  Senior Administrator or Paraplanner 

• Previous paraplanning experience within an IFA, SJP or Wealth Management environment;
• Level 4 Diploma PFS qualified or you are working towards it, or you are FPC qualified with significant industry experience;
• Familiar with all major research systems (e.g. Analytics, Voyant etc.);
• Experience of the Pension Transfer market.
• Experience of the administration of IHT and/or Investment products;
• Demonstrates up to date knowledge of relevant regulation and legislation;

Required Knowledge, Skills, and Abilities

Able to transpose information accurately - you have exceptional attention to detail Comfortable using templated Suitability Letters; Confident in dealing with third parties and can work with total discretion; Highly organised with excellent communication skills; Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel); Manages time effectively with the ability to multi-task; Keeps calm when faced with conflicting demands and handles these effectively; Demonstrates a positive attitude and an enthusiasm to help clients Works well on own tasks as well as on shared goals as part of a team;