Technical Administrator – Financial Services / Paraplanning
Location: Ower, near Romsey, HampshireSalary: Up to £25,000 per annum, depending on experience and qualifications
Job Type: Full-time, Permanent
Hours: 35 hours per week, Monday to Friday, 9.00am–5.00pm, with a 60-minute unpaid lunch break
The Role
We are looking for a Technical Administrator to join our established and growing Financial Services team at New Forest Wealth Management.
This is an excellent opportunity for someone with Financial Services or Wealth Management experience who enjoys the more technical side of administration and would like the opportunity to develop their knowledge and potentially progress towards a career in Paraplanning.
Working closely with our Financial Advisers and Paraplanning team, you will help gather and analyse client and provider information, undertake research and ensure cases are properly prepared and progressed.
We are a busy, dynamic and friendly team, so we are looking for someone who is organised, accurate and comfortable taking ownership of their workload while working collaboratively with colleagues.
What You'll Be Doing
Your responsibilities will include:
- Preparing and obtaining Letters of Authority from clients
- Requesting detailed information from providers
- Obtaining ad-hoc client valuations and plan information
- Analysing provider and plan information
- Liaising with clients and providers and keeping clients informed of progress
- Checking and updating client valuations
- Undertaking fund research, including using Financial Analytics
- Maintaining accurate and up-to-date client records on Salesforce and OneDrive
- Using Policy Services, including onboarding clients to the platform where agreed with the Financial Adviser
- Supporting Financial Advisers with financial report preparation
- Providing technical and administrative support to our Paraplanning team
- Assisting with analysis of client requirements and cash-flow modelling
- Researching financial products and solutions to meet client objectives
- Supporting financial planning across areas including investments, retirement, tax and estate planning
- Responding to client, provider, telephone and email enquiries
- Ensuring work is completed accurately, professionally and in accordance with regulatory and compliance requirements
Full training and support will be provided in areas where required.
About You
We are looking for someone who is:
- Methodical, organised and highly accurate
- Comfortable working in a busy Financial Services environment
- Able to manage priorities and complete work within agreed timescales
- Confident communicating with clients, providers and colleagues, both by telephone and email
- A self-starter who can take ownership of tasks
- Keen to develop their technical knowledge
- Someone with excellent attention to detail and good written and verbal communication skills
- Confident using Microsoft Word, Excel and Outlook
Previous experience within Financial Services or Wealth Management is desirable, and experience within a St. James's Place Practice would be advantageous but is not essential.
Experience with systems such as Salesforce, Financial Analytics and CashCalc would also be beneficial.
Why Join New Forest Wealth Management?
New Forest Wealth Management is a well-established and successful Senior Partner Practice of St. James's Place.
We are a growing business with a friendly and supportive team and place a strong emphasis on developing our people. For someone interested in progressing their career, this role offers the opportunity to broaden your technical knowledge and develop towards Paraplanning, including support with relevant professional qualifications.
Benefits
- Salary up to £25,000, depending on experience and qualifications
- Company bonus scheme after qualifying period
- Company pension scheme
- 28 days' holiday including Bank Holidays
- Support with professional exams and career development
- Opportunity to progress towards a Paraplanning career
- Death in service cover after probation
- Optional private medical cover through salary sacrifice after probation
- Free on-site parking
- Friendly, supportive working environment
- Office location just off the M27 near the Ower Roundabout
If you already have some Financial Services experience and are looking for a role where you can build your technical knowledge, take on greater responsibility and develop your career, we'd love to hear from you.
Apply with your CV and a brief overview of your relevant Financial Services experience.
