Technical Administrator - Lee-on-the-Solent, United Kingdom - Dynamite Recruitment Solutions Ltd

Dynamite Recruitment Solutions Ltd
Dynamite Recruitment Solutions Ltd
Verified Company
Lee-on-the-Solent, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

I am recruiting on behalf of my client, a smaller family run firm who offer independent financial advice that pride themselves on the first-class service they provide their clients are looking to expand due to the continued success of the business.

Seekinga bright and driven individual to join us.

We have opportunity for an experienced Technical Administrator/Paraplanner to join a fantastic Independent Financial Services firm who focus on providing a high-quality life planning, financial planning and investmentmanagement service.

This is a multifaceted office-based role and requires someone with exceptional attention to detail and accuracy. You will receive full training and support and a chance to progress your career in Financial Services.

Duties include:

  • Analyse client information and existing investments/policies
  • Construct appropriate financial planning strategies for clients in conjunction with the advisers
  • Preparing calculations e.g. IHT, pension carry forward, tax calculations
  • Research suitable product and tax wrappers
  • Involvement in client meetings alongside advisers
  • Prepare cashflow modelling for clients
  • Write some suitability reports for cases of varying complexity (the majority of our report writing is outsourced)
  • Respond to technical client queries relating to trusts, pensions, investments and tax
  • Build relationships with clients, communicating via phone, face to face and in writing
  • Administration for new & existing arrangements
  • Technical support to our team

About you:

  • Level 4 Diploma qualified or working towards this
  • Previous experience within a fastpaced IFA Practice
  • High level of analytical capability and good communication skills
  • Demonstrate a strong technical knowledge and understanding of all financial products
  • Have strong IT skills; experience of Curo, FE Analytics and Intelligent Office advantageous
  • Excellent organisational skills with the ability to prioritise effectively and stay focused even when the day gets busy
  • Confident, resilient and positive by nature with a cando attitude
  • Smart and professional appearance, personable and reliable
  • Enjoy working in an open office and being part of a friendly and open team
We invest in our employees to encourage longevity, loyalty and job security.

We love our team to learn and develop and we therefore provide financial support for those that want to take industry qualifications.


Other benefits are:

  • Life Insurance, & Critical Illness cover as well as Income Protection
  • Pension Scheme after 3 months service
  • 33 days holiday (to include bank holidays)
  • Exam Support
  • Car parking nearby
Based in Fareham, Hampshire. Within walking distance of bus and train station.
£26,000 to £32,000
Monday - Friday Core Hours
For further details please contact Tegan Sillett at Dynamite Recruitment
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