Junior Paraplanner/senior Administrator - Maidstone, United Kingdom - Office Angels

Office Angels
Office Angels
Verified Company
Maidstone, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Office Angels are delighted to be recruiting for this Financial Planning and Wealth Management company based in Maidstone.

We are recruiting for this long-standing team who are looking for an experienced, confident Junior Paraplanner/Senior Administratorto work in a busy environment.


Job Title:
Junior Paraplanner/Senior Administrator


Location:
Maidstone


Salary:
£28k-£35k Depending on experience


Hours:
Monday-Friday 9am to 5pm with an hour lunch


Benefits:


  • 23 days A/L leading to 25 days after 2 days service.
  • Free onsite parking.
  • Company Pension Scheme after 3 months service.
  • Death in service.
  • Staff discounts.
  • Opportunity for hybrid working after 6 months service.
  • Beautiful surroundings.

The role:

To work with the Financial Planners and help develop our Client Support Team. Working with Pensions, ISAs, General Investment Accounts, Investment Bonds and Trusts.


As the Junior Paraplanner/Senior Administrator your key responsibilities would be:

  • Report writing and production of detailed recommendations.
  • Preparing and maintaining client files.
  • Dealing with investment and product providers on various issues.
  • Carrying out portfolio analysis.
  • Dealing with clients in relation to queries.
  • Dealing with SIPP providers and pension companies on drawdown and phased drawdown cases.
  • Analysis of investment bonds, recommend and implement switches of underlying investment funds.
  • Collection of all quantitative detailed information required to compile a financial plan.
  • On occasions attend client meetings.
  • To ensure the confidentiality of all client documentation and information.
  • Compile draft net worth statements: income and expenditure statements and financial cashflow forecasts using Voyant and discuss with Financial Planner.
  • Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client's needs.
  • Make changes to clients' investments as instructed.
  • Implement the chosen investment strategies.
  • Level 4 Diploma in Financial Planning/Regulated Financial Planning or be working towards.
  • Understanding of the Financial Planning process.
  • A broad range of financial services.
  • High level of technical knowledge.
  • Good knowledge and practical experience of dealing with pension drawdown and phased drawdown cases (including SIPPs).
  • Experience of using FE Analytics or Morningstar.

Next steps:


Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers.

Office Angels UK is an Equal Opportunities Employer.
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