Job Description

Senior Admin/Paraplanner Support - Elstree

Our client is looking for a Senior Administrator / Paraplanner Support for their team based in Elstree, Hertfordshire. The role of Paraplanner Support is to work within the Paraplanning Team under the guidance of the allocated Financial Adviser. You will help to support the practice with first class administration.


This will be an office based position in Hertfordshire.


Key Responsibilities:

  • Managing client data on salesforce, specifically with regards to:

  • Inputting, scanning and attaching Fact Find information;

  • Inputting agreed service level and fee information from the Client Agreement, scanning and attaching; 

  • Maintaining our client ID records 

  • Inputting data consent information, scanning and attaching; 

  • Maintaining client attitude to risk records (inputting client risk scores and scanning and attaching...

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