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Job Post Details

Financial Planning Administrator / Paraplanner - job post

Rosemount IFAs
Romford RM2 6BD
£34,000 - £45,000 a year - Full-time
Responded to 75% or more applications in the past 30 days, typically within 1 day.

Job details

Pay

  • £34,000 - £45,000 a year

Job type

  • Full-time

Location

Romford RM2 6BD

Benefits

Pulled from the full job description

  • Life insurance
  • Company pension
  • Company events
  • On-site parking

Full job description

Rosemount Independent Financial Advisers are a long established and stable financial advisory practice based in Gidea Park.

The role will be to provide strong administrative and Paraplanning support to our Financial Advisers.

With the right candidate there will be the opportunity for progression.

Role Summary:

  • Preparing paperwork for client meetings, business submission and the processing of new business for pension and investment plans.
  • Producing client portfolio reviews.
  • Produce suitability reports and supporting documentation
  • Interpret adviser notes and translate into compliant recommendations
  • New Business Illustrations.
  • Trading on provider platforms.
  • Routine administrative tasks
  • Maintaining client data on our CRM tool XPLAN
  • Other tasks as allocated by management.Qualifications/Experience Required:
  • Experience/knowledge of life, pension & Investment plans
  • Excellent communication skills both written and oral
  • Good attention to detail.
  • Excellent proactive attitude towards work.
  • Ability to use initiative and work independently as well as part of a team.
  • Ability to plan workloads and manage conflicting demands and deadlines, with a keen and flexible attitude and the ability to work well under pressure.
  • Highly organised with a good attention to detail.
  • Previous experience working in a Financial Planning administrative role is essential, minimum 2 years.
  • Microsoft Office Skills.
  • Diploma in Financial Planning or equivalent is desirable

Job Type: Full-time

Pay: £34,000.00-£45,000.00 per year

Benefits:

  • Company events
  • Company pension
  • Life insurance
  • On-site parking

Ability to commute/relocate:

  • Romford RM2 6BD: reliably commute or plan to relocate before starting work (required)

Experience:

  • Life, pension and investment administration: 2 years (required)

Work Location: In person

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