Purpose

Reporting to the Client Services Manager, the Private Client Administrator / Paraplanner Support role involves a broad range of responsibilities to support MAC Financial’s Independent Financial Advisers (IFAs) and Paraplanners.

This position also offers the opportunity for career progression into the Paraplanning team as a Trainee Paraplanner for the right candidate.

Key responsibilities

• Providing effective assistance and support to the IFA Team
• Co-ordinating the ‘Private Client Review’ diary and preparing meeting packs in a timely manner
• Preparing valuations and portfolio reports for private clients
• Administration tasks such as change of agency/letters of authority, change of details, withdrawals, fund switches, death claims, contribution queries etc
• Working with the Paraplanning team to obtain quotations and process New Business Applications along with any supporting documentation for Private Clients
• Assisting the Product Committee with administrative tasks in line with monthly, quarterly, and annual data preparations
• Answering phone calls and dealing with client queries
• Monitoring and dealing with emails received into the Client Services Mailbox
• Building relationships with clients and providers
• Daily task organisation, monitoring and delegation
• Any other ad-hoc tasks as required by the business

Your key skills

• Strong attention to detail
• Excellent written and verbal communication skills
• Effective organisation and co-ordination
• Ability to work as part of a team or alone
• Effective time management
• Ability to prioritise tasks and deliver within strict deadlines
• Willingness to learn and develop new skills

Qualifications and experience

Essential

• Previous experience of working in customer service
• A minimum of 5 GCSEs grades A*-C including Maths and English

Desirable

• Knowledge of Group or Individual Personal Pensions
• Previous experience using Microsoft Office and Intelliflo (iO)