Financial Services Administrator / Paraplanner - Burgh Recruitment Ltd : Job Details

Financial Services Administrator / Paraplanner

Location - Horsley, Near Wylam (NE15)Hours - Full time, Hybrid working pattern if required

Salary - £28,000 - £32,000 depending on experience

Gardner Wealth Management, a St. James's Place Senior Partner Practice near Newcastle is looking to appoint an experienced Financial Services Administrator/Paraplanner to join our growing team.

Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.

You will be providing technical expertise to support and assist in this process, your role will include collating client information, research and analysis, preparing suitability letters, illustrations and reports for client meetings, managing cases to completion, and working with internal processing systems.

The Role: Financial Services Administrator / Paraplanner

• You will be a friendly, efficient, and professional point of contact for clients and third parties dealing with general enquiries
• You will assist in producing compliant financial planning reports for our Financial Advisors/Partners to present to clients
• You will be transacting client investments ensuring supporting documentation and back-office systems are updated
• You will need to ensure that all business is being processed accurately, and client files remain compliant at all times
• Processing new business applications for all products using bespoke software, liaising with SJP admin teams to resolve any queries
• Sending out letters of authority to companies and chasing up their replies
• Using Salesforce CRM to accurately record all client activity, adhering to compliance guidelines

The Practice will support and fund your training and development, offering the opportunity to progress within the SJP Accreditation framework and to advance your career by taking professional qualifications to achieve the Diploma in Personal Financial Services (DipPFS)

The Person: Financial Services Administrator / Paraplanner

This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys research and analysis, using their initiative and has a "can do" working style.

• Ideally you will have some previous experience in a Financial Services administrative role
• If you have already started studying towards your Diploma it would be an advantage, although not essential
• You should be a highly motivated individual who shows initiative and enthusiasm
• You should have excellent communication skills, are confident in liaising with third parties and can work with total discretion
• You should have strong IT skills and adapt efficiently to new systems

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £188.6bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

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