Paraplanning Administrator Apprenticeship

☞ Bowcliffe Wealth Management Ltd

View: 101

Update day: 07-05-2024

Location: Wetherby Yorkshire and the Humber

Category: Other

Industry:

Job type: Full-time

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Job content

Working with a close knit back-office team of 7, who assist 4 Financial Advisers with a wide range of administrative duties; you will be responsible for assisting the Paraplanning team in a range of duties to include, but not limited to:

  • Sending Letter of Authority requests (LOA) to external providers for information on clients existing plans
  • Chasing these requests on a regular basis and updating internal systems and spreadsheets with progress made
  • Extracting and interpreting the information received in response to Letter of Authority (LOA) requests
  • Liaising with product providers for further information as required
  • Maintaining progress status and liaise with Paraplanners
  • Maintaining Client records by inputting and updating accurate data
  • Actively monitoring Applications that have been submitted and ensure the plans are set up as quickly as possible
  • Preparation of documents for Adviser meetings
  • Liaising with external offices within the Partnership to request information outstanding for the Paraplanner’s cases and to provide updates on those cases
  • Any other general administrative/research duties as required.

Desired Personal Qualities:

  • Strong work ethic
  • Punctuality
  • Initiative
  • Ability to work under pressure to timescales
  • Works cooperatively and effectively with colleagues to complete tasks and achieve targets
  • Positive attitude/genuine enthusiasm
  • Willing to learn

Desired Qualifications:

GCSEs at grades C/4 or above (or equivalent) in maths and English Language

A-Levels

Other Information:

Office is in a remote location outside of Bramham Village

Mixture of Remote/Office working available

Excellent prospects for the successful candidate post course completion in a fast-growing company. Full training and support will be provided for the right employee.

For further information, please contact: scott.campbell@sjpp.co.uk

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Deadline: 21-06-2024

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