Trainee Paraplanner - Glu Recruit LTD : Job Details

Ref: 672

Full time office based.

What we can offer:

• Quarterly bonus scheme opportunity
• 8% non-contributory pension scheme
• City centre location with parking available where required

Job Summary:

Glu Recruit are seeking an experienced Administrator, from a financial services business, who is keen to progress into Paraplanning, supporting our client’s mission to help their clients plan for a comfortable retirement. This role is crucial in providing excellent service to the clients and maintaining efficient administrative processes within their IFA firm.

Main responsibilities:

• Send letters of authority to financial providers
• Chase providers for required information
• Keep clients updated on the progress of their cases
• Issue advice recommendation packs to clients
• Submit advice and annual review reports via the Intelliflo back office system
• Provide a high level of customer service and care throughout the client journey

Required Skills and Experience:

• Proven experience as a Financial Services Administrator within an IFA firm
• Strong understanding of the IFA process and regulatory requirements
• Excellent communication skills, both written and verbal
• Reasonable knowledge in Microsoft Excel
• Ability to prioritize tasks and manage time effectively
• Attention to detail and accuracy in documentation
• Customer-focused approach with a commitment to providing exceptional service

Preferred Qualifications:

• Experience with the Aviva platform
• Relevant financial services qualification study material and initial exams will be covered by the business to aid career development.

Glu Recruit LTD are an equal opportunities employer and are acting as a recruitment agent in the hiring of this role.

Glu Recruit LTD ensure that all qualified applicants are considered for employment in the role that they have applied for, and any other suitable opportunity that we advertise without regard to age, belief, colour, ethnic/national origin, gender identity, race, religion, sex, sexual orientation or based on disability. If you require any additional support to apply for this role, or any other role that we advertise please contact us directly for assistance.