Senior Administrator/Paraplanner

Recruiter
Reed Insurance
Location
Kinver
Posted
12 Aug 2017
Closes
18 Aug 2017
Contract Type
Full Time
My client is a highly respectable IFA firm with a holistic approach to advising their clients. The company has a number of chartered financial planners who advise across Pensions, Investments, ISAs, Bonds, Protection, Life Assurance, Mortgages and IHT. Based in the heart of Stourbridge, they are seeking an experienced Administrator willing to conduct some report writing, a Trainee Paraplanner or even an experienced Paraplanner. If required, there will be efficient training on hand for areas you are unsure of.

Responsibilities:

• Preparing fund switch paperwork and Reason Why Letter
• Preparing top up paperwork and Reason Why Letter
• Preparing research (cashcalc) and paperwork for FAD Withdrawals/part crystallizations and Reason Why Letter
• Suitability Reports
• Application Forms & Declarations
• Research & O&M
• Trust Net
• TVAS
• Illustrations
• Client Agreement

Experience needed:

• Previous experience within an IFA firm in a similar capacity
• Confident writing suitability letters
• Able to work to tight deadlines
• Experienced dealing with multiple providers
• If you have conducted adhoc research and fund analysis, this is beneficial

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