About the role

Technical Administrator – Financial Services / Paraplanning

Location: Ower, near Romsey, Hampshire
Salary: 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.

Adam JohnsonNew Forest Wealth Management Ltd

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Technical Administrator – Financial Services / Paraplanning

About the role

Technical Administrator – Financial Services / Paraplanning

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