Executive Vacancy

Financial Planning Administrator/Trainee Paraplanner - £18k - Cheltenham
 

Our client based in Cheltenham is looking to recruit a Financial Planning Administrator / Trainee Paraplanner to ensure that all FP client administration is carried out in accordance with the Firm's procedures and maintain client information on computer systems.
To carry out other duties as required by the FP Manager and Paraplanner.
To assist with technical queries and research.
 
Main Responsibilities:
Obtaining letters of authority from Partners and updating relevant providers.
To deal with the processing of any execution only business required by the Partners and to ensure that the process is handled in compliance with the Firm's procedures.
Have primary responsibility for keeping the back office system of 1st Software up to date with policy information including fact finds etc.
Handling the receipt of commissions and ensuring these are processed through 1st in compliance with the Firm's procedures.
To assist the Paraplanner in various tasks including researching investments and other products, preparation of lifetime financial plans for clients.
File reviews and preparation of documentation for Manager/Paraplanner in readiness for meetings with clients.
Maintaining FSA registers in accordance with compliance and record keeping procedures.
Carrying out product research using Exchange.
To be an additional point of contact for Partners on day to day matters and technical queries.

Educated to A-level or equivalent, ideally CF1 (FPC1) qualified or willing to study towards the qualification, previous IFA or Life Insurance office experience is an advantage but not essential.  Good working knowledge of Microsoft Office, ideally knowledge of 1st Software.

For more information please contact Jenny or Jayne on 01454 629723 or email jenny@sjcrecruitment.com / jdavies@sjcrecruitment.com