Position details
ADMINISTRATOR & TRAINEE PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Stockport
£28000 - £32000 11/04/2025
NJR15381
£28000 - £32000 11/04/2025
NJR15381
DESCRIPTION
ADMINISTRATOR & TRAINEE PARAPLANNER
LOCATION : Stockport Area
FREE ONSITE PARKING
SALARY: UP TO 30,000
Our client, a firm of Financial Planners with an excellent reputation for providing holistic Financial Advice are now looking to recruit an additional Administrator / Trainee Paraplanner to join their established team. Supporting a team of Financial Planners, the successful candidate will provide direct support across three key teams within the business, including; Administration, Review and Report Writing.
Duties and responsibilities will be varied and consist of;
Admin team
\" Dealing with new business
\" Top ups
\" Changes in client income
\" Withdrawals Handling daily queries from clients and candidates
\" Providing management information
\" Organising future planning meetings with a client on behalf of the Financial Planner
\" Liaise with product providers and other third parties to acquire any additional information
Review team
\" Preparing the client review reports for the advisers to take to meetings
\" Using both un-house and the Dynamic Planner template
Report writing team
\" Preparing suitability reports
\" Preparing new business documentation
Candidates MUST come from a similar background and be used to providing direct support to a team of Planners. Those with knowledge of various systems such as
\" Intelligent office
\" Dynamic Planner
\" Provider Platforms - Scottish Widows, Parmenion & Raymond James.
Candidates applying for the role will ideally have at least 2/3 years\' experience working in the with good knowledge working in a similar role. An excellent standard of education and have attained or can evidence working towards Level 4 Paraplanning diploma. Proficient IT skills in core Microsoft Office systems are required, along with knowledge of the Intelligent Office CRM system is a distinct advantage.
NJR REF 15381
LOCATION : Stockport Area
FREE ONSITE PARKING
SALARY: UP TO 30,000
Our client, a firm of Financial Planners with an excellent reputation for providing holistic Financial Advice are now looking to recruit an additional Administrator / Trainee Paraplanner to join their established team. Supporting a team of Financial Planners, the successful candidate will provide direct support across three key teams within the business, including; Administration, Review and Report Writing.
Duties and responsibilities will be varied and consist of;
Admin team
\" Dealing with new business
\" Top ups
\" Changes in client income
\" Withdrawals Handling daily queries from clients and candidates
\" Providing management information
\" Organising future planning meetings with a client on behalf of the Financial Planner
\" Liaise with product providers and other third parties to acquire any additional information
Review team
\" Preparing the client review reports for the advisers to take to meetings
\" Using both un-house and the Dynamic Planner template
Report writing team
\" Preparing suitability reports
\" Preparing new business documentation
Candidates MUST come from a similar background and be used to providing direct support to a team of Planners. Those with knowledge of various systems such as
\" Intelligent office
\" Dynamic Planner
\" Provider Platforms - Scottish Widows, Parmenion & Raymond James.
Candidates applying for the role will ideally have at least 2/3 years\' experience working in the with good knowledge working in a similar role. An excellent standard of education and have attained or can evidence working towards Level 4 Paraplanning diploma. Proficient IT skills in core Microsoft Office systems are required, along with knowledge of the Intelligent Office CRM system is a distinct advantage.
NJR REF 15381
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