Paraplanner

recruitment22

Posted 13 hours ago, valid for 21 days

Cheadle, Cheshire SK8 6JZ, England

Full Time

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Sonic Summary

The company is seeking a Paraplanner / Senior Admin to support advisers with a salary of £30,000 to £40,000 per year.
Candidates should have experience in suitability report writing and product research, with a focus on delivering high-quality client service.
A flexible attitude and a genuine team spirit are essential for this role in a small, close-knit professional office.
Key responsibilities include financial analysis, managing business pipelines, and producing client meeting materials.
Benefits include hybrid working options, a discretionary year-end bonus, 25 days of holiday plus bank holidays, and 4x death in service coverage.

Currently recruiting a Paraplanner / Senior Admin to provide support to advisers. You will work alongside a highly productive team providing administrative and paraplanning support so some experience of suitability report writing and product research would be required in this role. You will offer a friendly, efficient, professional and effective client service with a focus on quality and accuracy. A genuine ‘team spirit’ is vital, as is a flexible attitude to the duties and responsibilities of the role. There will always be a requirement to deliver solid administrative support throughout at every level. Someone able to work in a small, close-knit professional office to support the team and be recognised would be ideal. Your duties will include:

Suitability report writing, financial analysis and fund / product research
Prompt, accurate and compliant submission of new business
Managing pipeline business and rectifying any concerns which may arise
Produce valuations and meeting packs for client review meetings
Attend client meetings, make notes and take on follow-up tasks
Screening and processing advisers post, e-mails and calls
Having a working knowledge of Intelligent Office and other provider platforms

Your benefits will include:

Hybrid working (2-3 days in the office)
Discretionary Year End Bonus
25 days holiday plus bank holidays
4x Death in service

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