Job Overview

Altrincham, England
Job Type
Full Time
£19,000 - £21,000 Per Year
Date Posted
3 days ago

Additional Details

Job ID
Job Views

Job Description

Paraplanning Team Assistant


£19,000 - £21,000

Excellent benefits, exam support & flexi working hours

NJR Recruitment are 'exclusively' working with an award winning firm of Chartered Financial Planners who now has a new and exciting job opportunity for a driven and ambitious individual. Working from their large offices in Altrincham, the new recruit will form part of the expanding 'Technical Support' Team.

Working alongside the Technical Manager, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry.


  • Provide administrative assistance to the paraplanners
  • Send letters of authority to product providers
  • Complete data harvest on different types of product to a consistent standard
  • Update Know Your Client (KYC) 'fact find' information on Intelligent Office
  • Ensuring the completion of all electronic new business building and illustration creation associated with the reports in an accurate and timely manner
  • Ensuring all suitability reports are packaged and issued to clients accurately within agreed timescales
  • Identify problems with workflow processes and suggest improvements
  • Early identification and reporting, to Head of Technical Support, of difficult cases that could require additional time/expertise to resolve (e.g. slow responding providers or complex pensions)
  • To provide assistance with opening and sorting the post daily by 11.00am, ensuring it is delivered to the relevant person in the business
  • To provide assistance with the outgoing post, ensuring it is completed daily by 4:30pm
  • Provide support to the Investment Administration team
  • Ensuring that any complaints (formal or informal), breaches or losses are reported to the Head of Risk Management at the earliest possible opportunity
  • To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time


  • Able to work within defined business processes, as part of a team and individually on own initiative
  • Ability to achieve agreed outcomes without supervision, prioritising and planning own workload
  • Excellent interpersonal skills
  • Ability to produce detailed and accurate work consistently to a high standard. Good IT skills (notably MS Word and Excel, but also able to learn third party software such as Intelligent Office, FE Analytics and Selectapension)

For more information please contact one of our specialist consultants quoting REF: NJR10928


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