Trainee Paraplanner - Hertford - Salary dependant on experience

Smart10 Ltd
13 Jul 2017
28 Jul 2017
Job role

Job Title: Trainee Paraplanner

Location: Hertford

Salary: Experience dependant

Contract: Permanent, full time.

Our client is a successful and well established Financial Advisers based in Hertford, they are seeking out a Trainee or experienced Administrator within IFA to join their team in which the Salary shall be flexible depending on experience and qualifications.

Main responsibilities for the role

-Preparing agendas for annual client review meetings, using a standard template and identifying potential areas of discussion

-Prepare product and fund research, illustrations and paperwork for advisers to present to clients

-Submit new business applications (online and via post) and follow them through to “in force” status. Ensure files are compliant and complete before submission

-Prepare Suitability Reports

-Perform fund switches, partial/total surrenders and portfolio rebalances when requested by clients/IFAs/Paraplanners

-Produce annual review letters and agendas detailing proposed changes

-Liaise with clients on the telephone, in writing and via email to arrange appointments and request/pass on information

-General office administration, e.g. filing, post distribution, any other tasks that the Administrators require assistance with

Professional Experience – (Desired, but not essential)

·Admin experience within IFA (ESSENTIAL)

·Proficient use of MS office.

·Experience within Intelligent Office (Or similar database technology)

·Prior use of Assure web, Wrap Platforms and exchange quotation systems

·Level 4 qualification or working towards

What’s on offer!

-4 weeks holiday per annum


Should you be short listed for this position, a member of the Smart10 team will be in touch with you in the next five working days. Good luck with your application!

Smart10 Ltd is a "Multi Award Winning" and independently run recruitment consultancy which specialises in both permanent and temporary positions across all Business Support roles. Smart10 have become renowned as one of Hertfordshire's most dynamic recruitment companies. As a business, we won the Judges Award in 2012, Best New Business Award in 2013 and 'Business Person of The Year in 2016, at The Hertfordshire Business Awards, for being the most "promising" and "innovative" company within Hertfordshire.

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