Job Description
Senior Administrator / Junior Paraplanner
Location : Oakham - Office Based
Salary: Up to £35,000 (Dependent on Experience)
An excellent and very interesting opportunity has arisen for a Senior Administrator / Junior Paraplanner to work within a highly successful Practice. You will be based in their High Street offices, ensuring the business generated by the Wealth Manager, who you will be working alongside, is processed accurately and in a timely manner
.
The Role: Senior Administrator / Junior Paraplanne
* r You will be working within a busy team and your role will include collating client information, researching, preparing suitability letters, preparing illustrations and reports for client meetings, managing cases to completion, and working with internal processing systems. You will be given full training on the relevant IT system
* s.They have high focus on quality of documentation, striving for suitable first time. A meticulous work ethic is a mus
* t.You will need to ensure that the business obtained is being processed compliantly and in a timely manne
* r.You will be liaising with colleagues and third parties on a daily basi
s.
The Person: Senior Administrator / Junior Paraplann
er This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who enjoys using their initiative and who has a ‘can do’ working style. A team player with a positive mental attitude is a mu
* st.You will have been working within an IFA or Wealth Management environment and are looking towards the Level 4 DipPFS qualification or may have already started
* it.You will need to have some experience of the administration of Inheritance Tax, Pension, or Investment produc
* ts.You are highly organised, can prioritise your workload and have excellent communication skil
* ls.You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discreti
on.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which manages a range of Investment and Retirement products and financial solutions. SJP has funds under management in excess of £179bn. This business is well established and highly success
ful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Prac
tice.