Lighthouse Financial Planning currently have the following vacancy:

Client Services Administrator/Paraplanner

We are looking for a motivated individual to join our team to provide administrative support to our two Financial Advisers. The role is on a permanent basis with part time hours being offered. Full time hours would be considered for the right candidate. You will be working in a close-knit team of four Administrators and two Financial Advisers.

The main responsibilities of the role will include:

  • To prepare files for client meetings, including valuations of investments and supporting compliance documents.
  • Processing New Business applications.
  • Keeping up to date with product knowledge.
  • Meeting work task deadlines.
  • Organising client appointments for the Financial Planners.
  • Managing client databases to ensure records are kept up to date.
  • Preparing recommendations as directed by the Financial Planners and writing Financial Suitability Reports.
  • Preparing client letters.
  • Supporting the Financial Planners in research and analysis to meet our Client needs and objectives.
  • Answering the telephones and dealing with client enquiries.

The ideal candidate will:

  • Have experience of working in an administrative role within an IFA practice.
  • Be able to work as part of a team but complete tasks independently.
  • Have good written and verbal skills.
  • Be reliable and have a flexible approach to working.
  • Have good IT skills with knowledge of Word, Outlook and Excel.
  • Have good numeracy skills.

Benefits

  • A competitive salary, dependant on experience of the candidate.
  • Inclusion into the company’s bonus scheme.
  • 22 days holiday pro-rata depending on hours, plus Bank Holidays. In addition to these days our office is currently closed between Christmas and New Year.
  • Inclusion into the company Pension Scheme with employer contributions of 3% of qualifying salary.

 

Staff vacancy

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