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Client Services Administrator/Paraplanner

Lighthouse Financial Planning Ltd, Ulverston, Cumbria

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Finance & Accounting
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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.


 A competitive salary, dependant on experience of the candidate.

 Inclusion into the companys 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.

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