Up to ?35,000 Per Annum
?To undertake client related administration using JCS Advanced Financial Planning & Administration Software, client reports and review work, reporting and implementation in conjunction with the Directors and administration team, in order to assist Chartered Financial Advisers in the provision of independent financial services to RPA clients
?To undertake the required number of 40 chargeable hours (including 5 hours p.w. for lunch) for the department
?To complete tasks in an efficient and timely fashion and not to undertake a task which would take a higher time cost than that which an Independent Financial Adviser could take
?Maintenance of client and portfolio records on JCS and the main investment platform
?Preparation of client files for annual or half yearly reviews
?Process client new business and general client administration as required
?Produce financial product and investment product recommendation reports
?Undertake product and provider research including selecting funds from the OBSR Research panels for our Investment Review Service
?Preparing necessary paperwork and application forms for client meetings
?Communicate with product providers on case progress, compliance issues and record keeping. Deal with provider errors and mistakes and rectify these
?Attend client meetings as required and produce notes of meeting, confirming action points to be undertaken by either the Chartered Financial Adviser, the client or another third party
Knowledge, Skills & Qualifications:
?It is required that Administrator Paraplanner aims to both achieve and if possible eventually exceed the CII Diploma in Regulated Financial Planning. This demonstrates the candidates willingness to achieve a basic level of technical knowledge which is required in order to undertake the job of a Paraplanner
?Understand JCS and AXA Elevate software, Microsoft Office, OBSR & Analytics Research and other technical software packages
?Good organisational and planning skills and if when required to be able to keep a time record of work undertaken on behalf of clients keeping in mind our TCF standards
?Understand the advice process and the need for a commercial and fully compliant relationship with RPA clients being aware of RPA?s Anti Money Laundering, Data Protection and Complaints standards
?Strong communication skills and excellent analytical skills
?Good team player with a flexible approach
Please visit www.idexconsulting.com for further opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies.
Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.