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    Financial Services Administrator/Para-planner - United Kingdom - Bartholomew & James (FS) Ltd

    Bartholomew & James (FS) Ltd
    Bartholomew & James (FS) Ltd United Kingdom

    3 weeks ago

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    Description
    Bartholomew & James (FS) Ltd – Independent Financial Advisers

    B&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection advice to existing and new clients.

    We are a small Business and this is an excellent opportunity to work very closely with the Managing Director to provide support in three critical areas to continue to make the Business successful in this varied and challenging opportunity:

    1- Advisory Support

    • Research products and funds for new Business.
    • Client Servicing support on an ad hoc basis.
    • Administration of Group Protection schemes including Group life, Group income protection and Group Private Medical Insurance.
    • Liaising with Providers to gather Policy information and LOA.
    2- Supporting the Business

    • Taking proactive responsibility for all office printing and stationery and making orders in timely fashion
    • Other general office management tasks as needed such as a new website
    3- Quality Assurance

    • Work with the MD to implement a quality assurance process for the annual client reviews.
    • Provide monthly Operational MI on Advisor CPD and Training progress.
    • Good team player with a positive can-do attitude and flexible to adapt to the changing needs of a small business.
    • Good working knowledge of excel and ability to work in lower-level financial detail to reconcile data with appropriate checks and balances.
    • Good at presenting data and information in a succinct manner
    • Good IT skills specifically Office 365 (excel and word mainly)
    • Experience of using Financial Services provider portals

    A potential long term career path in the Business to progress into either a formal para-planning or Advisory role as suits.

    Support to complete industry recognised qualifications.
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