Junior Paraplanner/Senior Administrator

  • Location
    Maidstone, Kent
  • Category
    Financial Services - Paraplanning
  • Contract Type
    Permanent
  • Salary
    £ 28000 - £ 35000 / Year
  • OrganizationType
    Office

Office Angels are delighted to be recruiting for this Financial Planning and Wealth Management company based in Maidstone. We are recruiting for this long-standing team who are looking for an experienced, confident Junior Paraplanner/Senior Administrator to work in a busy environment.



Job Title: Junior Paraplanner/Senior Administrator


Location: Maidstone


Salary: £28k-£35k Depending on experience


Hours: Monday-Friday 9am to 5pm with an hour lunch


Benefits:




  • 23 days A/L leading to 25 days after 2 days service.



  • Free on-site parking.

  • Company Pension Scheme after 3 months service.

  • Death in service.

  • Staff discounts.

  • Opportunity for hybrid working after 6 months service.

  • Beautiful surroundings.


The role:



To work with the Financial Planners and help develop our Client Support Team. Working with Pensions, ISAs, General Investment Accounts, Investment Bonds and Trusts.



As the Junior Paraplanner/Senior Administrator your key responsibilities would be:




  • Report writing and production of detailed recommendations.

  • Preparing and maintaining client files.

  • Dealing with investment and product providers on various issues.

  • Carrying out portfolio analysis.

  • Dealing with clients in relation to queries.

  • Dealing with SIPP providers and pension companies on drawdown and phased drawdown cases.

  • Analysis of investment bonds, recommend and implement switches of underlying investment funds.

  • Collection of all quantitative detailed information required to compile a financial plan.

  • On occasions attend client meetings.

  • To ensure the confidentiality of all client documentation and information.



  • Compile draft net worth statements: income and expenditure statements and financial cashflow forecasts using Voyant and discuss with Financial Planner.

  • Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client's needs.

  • Make changes to clients' investments as instructed.

  • Implement the chosen investment strategies.



We'd love to speak to candidates with the following skills:




  • Level 4 Diploma in Financial Planning/Regulated Financial Planning or be working towards.

  • Understanding of the Financial Planning process.

  • A broad range of financial services.

  • High level of technical knowledge.



  • Good knowledge and practical experience of dealing with pension drawdown and phased drawdown cases (including SIPPs).



  • Experience of using FE Analytics or Morningstar.



Please note we will need to conduct a standard Financial and Identity check on any candidates who are offered a role within the Practice.


Next steps:


If this sounds like an ideal position for you and you have the experience outlined above, then please apply today.



Please note if your skills match the requirements for the job then you will receive an e-mail from us (remember to check your junk mail). If you do, please call us on 01622 769696 ASAP or within 24 hours to discuss the position in further detail with Sherrie (Permanent Consultant).


We look forward to receiving your application.



Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Sherrie Price