Our client, a firm of Financial Planners with an excellent reputation for providing holistic Financial Advice are now looking to recruit an additional Administrator / Trainee Paraplanner to join their established team. Supporting a team of Financial Planners, the successful candidate will provide direct support across three key teams within the business, including; Administration, Review and Report Writing. Duties and responsibilities will be varied and consist of; Admin team " Dealing with new business " Top ups " Changes in client income " Withdrawals Handling daily queries from clients and candidates " Providing management information " Organising future planning meetings with a client on behalf of the Financial Planner " Liaise with product providers and other third parties to acquire any additional information Review team " Preparing the client review reports for the advisers to take to meetings " Using both un-house and the Dynamic Planner template Report writing team " Preparing suitability reports " Preparing new business documentation Candidates MUST come from a similar background and be used to providing direct support to a team of Planners. Those with knowledge of various systems such as " Intelligent office " Dynamic Planner " Provider Platforms - Scottish Widows, Parmenion & Raymond James. Candidates applying for the role will ideally have at least 2/3 years' experience working in the with good knowledge working in a similar role. An excellent standard of education and have attained or can evidence working towards Level 4 Paraplanning diploma. Proficient IT skills in core Microsoft Office systems are required, along with knowledge of the Intelligent Office CRM system is a distinct advantage. NJR REF 15381