Wealth Management/IFA Administrator

We are a Wealth Management practice providing bespoke financial advice to individuals and businesses throughout the UK.We are now looking to recruit an Administrator/Junior Paraplanner/Paraplanner with financial planning experience. The successful candidate will provide technical and analytical support for the office team.If you have ambition to be an adviser or another path in the financial planning sector with can aid in your development.Full time - Office based Position. Based in Beckenham, BR3Essential skills required:Provide technical and administrative support, respond to client enquiries, liaise with third parties and provide support at client meetings where appropriateIssue letter of authorities (LOAs) to providersChase financial institutions to provide requested informationProduce accurate and clear Suitability ReportsComplete cash flow modellingAssist in the preparation of tax calculations where necessaryComplete illustrations and applications for new businessProcess New Business and chase through to completionInterpret new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures.Back-office administration such as updating a client''s CFR (confidential Financial Review), making sure that client files are audited and all regulatory and company requirements are met at the end of a caseOther adhoc duties as they arise Oversee and manage the ..... full job details .....