IFA Administrator / Paraplanner | North Bristol (Bradley Stoke) | Part Time | £26,000 - £35,000 FTE DOE
Our client is a directly authorised, family-run IFA firm just north of Bristol, currently with two advisers. They are looking for an experienced Financial Services Administrator or Paraplanner to join their growing team.
The successful candidate will have a strong understanding of the financial planning process, operate with honesty and integrity, and have excellent communication and interpersonal skills.
The Role
A fantastic opportunity for an experienced Financial Services Administrator or Paraplanner to join a growing firm in North Bristol. This part-time role offers flexibility across three days or equivalent hours per week, with the potential to fit around school hours.
There is also an opportunity to progress your career within the financial services industry, with potential support towards professional exams, client interaction and attending industry events. Working in a small firm also offers broad experience and the chance to get involved in many areas of the business.
Key Responsibilities
Administration
- Filing and document organisation
- Photocopying and scanning
- Answering phones
- Liaising with institutions to request forms, obtain valuations and confirm policy details
- Submitting business online or through physical application forms, monitoring and chasing applications through to completion
Paraplanning
- Completing product and fund research, gathering information from providers, platforms and fund managers using established templates
- Gathering client information, including specific details regarding clients' affairs from providers over the phone and in writing
- Preparing client annual reviews and performance information, including drafting review letters using templates with bespoke additions where required
- Preparing quotes and illustrations from platforms and institutions
- Supporting the company and advisers in maintaining compliance with record keeping and the content of client recommendation letters, identifying gaps and suggesting improvements
- Completing fact-find documents with clients, questioning and verifying information regarding their circumstances and identifying any gaps
- Drafting advice letters using templates, ensuring a high level of accuracy and tailoring letters to individual client circumstances alongside the adviser
Requirements
Essential
- At least two years' relevant experience within a financial advisory firm or similar
- Experience in client report writing
- Excellent communication skills
- Highly organised, accurate and excellent attention to detail
- Experience using Microsoft Office, including Word, Excel and Outlook
Desirable
- Passed some CII exams or equivalent
What's In It For You
- Competitive salary of up to £35,000 FTE, depending on experience
- Company pension
- Flexible working hours
- Part-time working across three days or equivalent hours per week
- Potential flexibility to fit around school hours
- Support with professional exams and career development
- Opportunities to interact with clients and attend industry events
- Relaxed and friendly working environment
- Car parking space
- Opportunities for development and advancement within the business
Additional Information
This is a primarily office-based, part-time position.
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