Job Description
Title: Financial Services Administrator/Paraplanner
Type: Permanent
Hours: Full Time (Monday Friday)
Location: Inverness
Starting Salary: £26,000 - £32,000 depending on experience/qualifications
Details:
Our client is looking to appoint an experienced individual to join their expanding team based in Inverness. This office-based role is within the Independent Financial Services support team and the successful applicant will be working alongside an existing team assisting with all levels of administration and financial reporting. This role would suit a qualified Financial Paraplanner or an individual with Financial Services Admin skills, seeking the opportunity to undertake additional training to become a Paraplanner.
Person Specification:
* The ideal candidate should be confident, self-motivated and be able to work effectively by themselves as well as being part of a team. An excellent attention to detail is a must.
* Must be able to organise their own work and prioritise their own diary once work has been allocated to them.
* The candidate will ideally have at least three years experience within a Financial Services Administration role with a wide product knowledge.
* This is a busy department where the element to multi task is desirable.
* The preferred candidate should be confident and have strong numeracy and reporting skills.
* Good understanding of Microsoft software including Word, Excel and Outlook.
* Provider/Platform experience would be beneficial but not essential.
Day to day duties include:
* Assisting in the preparation of annual reviews.
* Completion of files to meet compliance standards.
* Liaising with providers and clients by telephone/correspondence in relation to new and existing business including Pensions, Investments, Life Cover & Employee Benefits.
* Assisting in the preparation of simple suitability reports.
* Processing and submission of new business (online and postal applications) and monitoring applications.
* Input of adviser fees/commission and the raising of invoices.
* Chasing of adviser fees from provider, where required.
* Processing amendments to existing plans e.g. fund switches.
* Updating and maintaining client information.
* Personal Diary management in Outlook.
* General administration duties which will include filing electronic documents, binding, scanning etc.
Qualifications
An ideal candidate would be looking to achieve the following qualifications and will be provided with financial assistance in helping to meet these goals.
Certificate in Financial Services
Cert CII (FS)
JBRP1_UKTJ