ParaPlanner/ Senior Administrator Job in Droitwich Spa WR9 0QE, Midlands UK

 

Para Planner / Senior Administrator

 

 

 

Job Description

 

Providing vital support to the Director of a dynamic financial planning firm. You will be expected to analyse and research Clients’ existing position and act as the technical interface between the Director/Adviser and his Clients.

 

Job Responsibilities

 

·          Data gathering and fact finding for financial planning meetings

·          Information analysis and research

·          Preparation of draft recommendations or comprehensive financial plans

·          Preparation of cash flow forecasts

·          New business submissions

·          Attending Client meetings as required

·          Keeping up to date with product and legislative changes

·          Ensuring compliance with FSA regulation

·          Client liaison

·          Managing the diary system

 

 

Required Skills

 

·          Practical and technical knowledge of pensions and investments

·          Knowledge of Pensions especially SIPP/SSAS arrangements

·          Excellent communication skills both written and verbal

·          Strong analytical skills

·          Presentation skills

·          Attention to detail

·          Knowledge of WRAP Platforms-preferable

·          Excellent customer relation skills

·          Sound IT Skills

·          FPC essential working towards Diploma

 

 

Personal Attributes

 

·          Ability to work under pressure

·          Self Motivated

·          Excellent organisational skills

·          Ability to work on own initiative

·          Ability to build and maintain working relationships

 

Salary dependent upon experience.