IFA Administrator / Trainee Paraplanner in Berkhamsted - Brevere Group

Job Overview

Berkhamsted, England
Job Type
Full Time
Date Posted
3 days ago

Additional Details

Job ID
Job Views

Job Description

Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities? The option to progress on to Paraplanning is available.
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Duties for this role will include:
To provide proactive administrative support to the adviser team to ensure an efficient and smooth service
Data gathering and preparation of fact finding documents for financial planning meetings
Ensuring client records and Fact Finds are kept updated on our back office system
Provider platforms - logging on to process applications and track progress
Preparation of comprehensive financial plan / cash flow forecasts
New business submissions - ensuring new business is recorded correctly on our back office system
You will have:
Organised with the ability to multi-task.
Working knowledge of the regulated Financial Services Industry
Previously worked in a Financial Services admin role so have some familiarity with the terms used.
Highly competent user of Microsoft Word, Excel&Outlook.
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
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