Purpose of role:

You will support our financial planners by developing and reviewing client financial plans, preparing detailed reports, and offering recommendations.

Key Responsibilities:

• Manage planning workflows and implement requests from financial planners.
• Gather and record client data accurately and efficiently.
• Prepare comprehensive reports and financial recommendations.
• Assist with annual client reviews and identify additional service areas.
• Communicate with clients and third parties, both in person and remotely.
• Develop and maintain processes for technical support and compliance.
• Undertake research on financial planning and product options.
• Collaborate effectively with support teams.
• Stay up-to-date with industry standards, compliance, and personal development.
• Report regularly on key performance measures.

Skills, knowledge and experience:

• Minimum GCSE grade C in Maths and English or equivalent.
• Level 4 DipPFS qualification or higher (Chartered preferred but not essential), or equivalent industry qualifications if applying as a trainee paraplanner.
• Excellent communication skills, particularly in remote client interactions.
• Familiarity with IRESS Xplan is desirable.
• Proactive, organised, and meticulous, with the ability to prioritise tasks.
• Fully computer literate (Word, Excel, back-office systems).
• Strong keyboard and telephone manner.
• Experience within Financial Services is preferred, but trainee paraplanners with relevant qualifications will be considered.

Salary:

Purpose of role:

To provide comprehensive administrative support to the directors and paraplanners, ensuring the smooth running of client administration and back-office processes.

Key Responsibilities:

• Update fund holdings and unit prices on the IRESS Xplan back-office system

• Scan and upload post, including diary entries, onto Xplan

• Maintain accurate and up-to-date client files and data

• Prepare standard letters and communications for clients and providers (telephone, post, email)

• Manage and prioritise administration workflow

• Action requests from directors and paraplanners

• Use provider extranets and online systems to obtain information

• Obtain illustrations, valuations and policy details

• Process and track new business applications

• Diary management (client reviews, director meetings, etc.)

• Prepare and update client files for annual reviews

• Liaise professionally with clients and providers

• Work within regulatory, compliance, and corporate standards

• Assist with general office duties, including preparing tea and coffee as part of the team

Skills, knowledge and experience:

• Minimum GCSE grade C (or equivalent) in Maths and English

• Experience in a similar financial services administrative role

• Experience with IRESS Xplan is desirable

• Highly organised, methodical, disciplined, and accurate

• Able to make and maintain detailed case notes within the back-office system

• Proactive, enthusiastic, and willing to continue developing skills

• Strong computer skills (Word, Excel, back-office systems)

• Excellent keyboard skills

• Professional telephone manner and communication skills

• Strong team player with good interpersonal skills

Salary: