Are you a technical administrator looking for a new role?

Do you have experience working within financial services and want a new challenge?

We are looking for a positive team member with drive, ambition, and a strong work ethic.

You will be working as part of a productive, high performing team to provide full support to the Paraplanners within the Client Delivery Team. The objective of the role is to ensure there is a seamless flow of advice requests into the Client Delivery Team supported by clear and accurate policy information that you have obtained. You will work alongside a Paraplanner on specific cases throughout the advice process, assisting in conducting research where appropriate.

Responsibilities

You will be expected to be competent in the key responsibilities of a Paraplanner Support Associate as outlined below:

• Providing high quality research and administrative support to the Paraplanners. This will be achieved by contacting providers to obtain and compile accurate policy information.
• Undertaking research for asset allocation on existing client portfolios using FE Analytics and our in-house research tools.
• Undertaking whole-of-market research for protection and annuity quotes.

• Competently and professionally interact with third party providers over the phone and via email.
• Maintain the CRM system (CURO) to ensure that all advice requests are updated accurately.
• Ensure that all tasks on CURO are completed in line with company policies and procedures.

• Speaking regularly with Advisers and Paraplanners to keep them up to date with advice in the pipeline.
• Building strong and effective working relationships with other teams in the firm and third-party product providers.
• There will be the opportunity to take part in projects on an ad-hoc basis as required by the business.

Benefits

• Share Scheme
• Company discretionary bonus scheme;
• Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
• 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
• Private Healthcare*;
• Group Income Protection;
• Life Assurance;
• Eye Care Scheme;
• Wellbeing programme;
• Bike to Work Scheme;
• Full support with professional qualifications;

*after qualifying period

Knowledge, Skills and Experience

• Desire to be in the role for at least 24 months.
• Strong experience working in the Financial Services industry.
• Experience liaising with third party providers.
• A high standard of personal organisational and time management skills.
• Ambitious and goal orientated.
• Experience of working unsupervised with a high level of self-motivation.
• Good IT Skills covering MS Office, MS Outlook, MS Excel and back office systems.
• Experience working with Curo CRM system (Desired but not essential as full training will be provided).
• Excellent verbal and written communication skills
• Attention to detail
• Professional telephone manner
• Enthusiastic and willing to learn