Job Overview
We are seeking a proactive and detail-oriented Administrator/Paraplanner to join our dynamic financial services team. In this vital role, you will support financial planners by preparing reports, analyzing client data, and ensuring smooth administrative operations. Your energetic approach and strong organizational skills will help deliver exceptional service to clients while maintaining compliance with industry standards. This position offers an exciting opportunity to develop your expertise in financial planning within a collaborative and forward-thinking environment.
Duties
- Assist financial planners by preparing detailed reports, analysis documents, and client summaries using Microsoft Word, Excel, Outlook. Intelifo CRM and either Fe Analytics or Defaqto research tools
- Conduct thorough analysis of client data to support personalised financial planning strategies.
- Manage and organize client files, ensuring all documentation is accurate, up-to-date, and compliant with regulatory requirements.
- Communicate effectively with clients, advisors, and third-party providers to coordinate appointments, gather information, and deliver excellent customer service.
- Support the preparation of financial plans by gathering relevant information and performing initial research.
- Maintain organised schedules for meetings and deadlines using strong time management skills.
- Draft clear and comprehensive reports that facilitate decision-making for both clients and advisors.
Skills
- Excellent report writing and analysis skills to interpret complex financial data clearly.
- Strong understanding of financial services and financial planning principles.
- Exceptional communication skills for effective client interaction and team collaboration.
- Proficiency in Microsoft Office Suite, including Microsoft Word, Excel, Outlook, and IT systems relevant to administrative tasks.
- Proven organizational skills with the ability to manage multiple priorities efficiently.
- Experience in customer service within a professional setting.
- Solid administrative experience with attention to detail and accuracy.
- Effective time management skills to meet deadlines in a fast-paced environment.
Join us if you’re eager to contribute your analytical mindset, organizational prowess, and enthusiasm for financial services! This role is perfect for someone looking to grow their career in a vibrant team dedicated to delivering outstanding client experiences through meticulous support and insightful analysis.
Pay: £26,387.70-£49,029.64 per year
Benefits:
- Casual dress
- Free parking
- On-site parking
Work Location: Hybrid remote in Winchmore Hill N21 2EL
