Job Description

A growing IFA firm seeks a paraplanner/administrator who can provide a full range of administrative support to advisors dealing with both private clients and group benefit schemes.

Role
- Answering queries from clients in a precise and polite manner.
- Undertaking product and fund research.
- To produce client proposals and reports
- Dispatch routine client reports in a timely manner
- To ensure records are kept updated.
- To ensure new business is seen through to completion and is in line with standardised administrative and compliance procedures.
- To assist with other office duties when required.
- Administer Group Risk and Pension schemes incl. GPP, DC and possibly DB.
- Act as secretary at Trustee meetings
- Attend client meetings as assistant and administrator