Paraplanner / Office Manager

Recruiter
Anonymous
Location
Swindon
Salary
25000.00 - 32000.00 GBP Annual + GBP25000 - GBP32000/annum
Posted
15 Feb 2017
Closes
15 Mar 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Our client is seeking an Office Manager / Paraplanner to support restricted advisers by providing access to independent advice. To provide support to financial advisers by providing paraplanning support and to manage a small team of administrators who in turn support the financial advisers also.

Main Accountabilities

-Work with Administrators to ensure all applications are managed effectively in a compliant manner
-Management of outstanding information in a timely manner and ensure management of each administrator's pipeline
-Development of referrals through promotion
-Develop and maintain ongoing relationships with product provider
-Support the Financial advisers in paraplanning and general administration

The successful candidate will:

-Think logically and demonstrate good analytical skills
-Have good problem solving, decision making and judgement skills
-Ability to confront issues
-Ability to build and maintain strong working relationships (internal and external)
-Ability to work well in a team and also to work individually
-Be able to work under pressure
-Have fantastic communication skills, both oral and written
-Able to prioritise and process high volumes of work to an excellent standard
-Good Market and risk awareness

Qualifications/Experience

-Financial Crime and Data Protection exams
-Excellent knowledge of computer systems, Word, Excel, Swift 5 & 6
-Level 4/ Diploma Qualified is preferred but not necessary (Work experience in the IFA market would be useful)
-Good market knowledge, including keeping up to date on economic sector changes, and awareness of corporate regulation and legislation
-High degree of product knowledge and services

If you believe you have the experience and skills required, to be the successful candidate for this role, please email your CV to (Email Removed)