Financial Services Administrator / Paraplanner
Up to £29,000 DOE
Reed are currently working with an established, successful Financial Adviser company who are seeking an experienced Financial Administrator / Paraplanner to join their team.
You will provide first-class administrative support service to the team, clients, and providers.
Key duties / Skills:
A minimum of two years’ experience within Financial Services
Writing out to Investment & pension providers and gathering policy information for paraplanners
Produce regular client portfolio reviews, technical and industry updates with relevant additional commentary to support the client proposition.
Liaise with the Adviser on a regular and structured basis to work on cases and provide updates.
Creating Servicing Packs for Adviser meetings and annual reviews
Producing Suitability Reports for clients together with completion and submission to Openwork
Liaise with clients ensuring the practice delivers service requirements in line with the Practice client proposition.
Strong background in client and product administration
Knowledge of Investment platforms, their operation, and processes
Experience of Intelliflo and CRM systems
Please contact Tiana at Reed for more information