Paraplanner/Financial Planning Administrator The Company My client is a multiple award-winning financial planning firm, with over £6.5 bn of assets under management. They provide bespoke financial planning advice in the areas of investment, Inheritance Tax, retirement planning, tax planning and employee benefits. The firm wishes to appoint an additional Financial Planning Administrator/Paraplanner to carry out a combination of administration and paraplanning duties. The role offers the opportunity for hybrid Work From Home. The Role This role may suit a junior Paraplanner or a Financial Planning Administrator looking to develop their career in paraplanning. You will be an experienced user of Intelliflo Office. Your key responsibilities will include: Processing New Business applications/income withdrawals Maintaining client records on the Intelliflo Office (IO) client management system Responding to client enquiries and resolving client issues in a professional manner Requesting plan information from product providers and sending off letters of authority Working alongside financial advisers to obtain information as part of the process of creating financial reports Preparing suitability reports for new business cases Preparing post annual review suitability reports where further action is needed, for example fund switches or portfolio rebalancing The person You must have relevant experience and knowledge gained within a financial planning office, at either Junior Paraplanner or Administrator level. For an initial confidential chat about this opportunity, without obligation, call Iain Cahoon on. To apply To apply please upload your CV via the link on this board. Contact Iain Cahoon M: E: W: MLR Careers is a trading style of MLR Recruiting Ltd., registered in Northern Ireland number NI653214 and is acting as an Employment Agency for this vacancy. Skills: Financial Planning Intelliflo Office Paraplanner Administrator Investments Pensions IHT