The ClientOur client is a boutique firm offering a consistently high level of personal service. This gives both private and corporate clients confidence that their financial affairs are handled with the highest degree of competence and efficiency.Our client has recently expanded and moved to new premises near the city centre. They have an excellent team and offer a friendly and supportive working environment. The RoleWe are recruiting for a hybrid Financial Administrator/Trainee Paraplanner to support the advisers and management in a busy financial planning practice.The main responsibilities on the Administration side will be:Processing New Business applications/income withdrawalsMaintaining client records in line with internal policies and processes and GDPR guidelinesResponding to client enquiries and resolving client issues in a professional mannerRequesting plan information from product providers and sending off letters of authorityWorking alongside financial advisers to obtain information as part of the process of creating financial reportsIssuing invoices and receipts for client feesAnswering and directing incoming telephone calls to the officePerforming general office administration duties and various tasks upon request that may be required to assist the business The main responsibilities on the Paraplanning side will be:Preparing suitability reports for new business casesPreparing suitability reports for income withdrawals from drawdown plans (including cashflow models)Preparing post annual review suitability reports where further action is needed, for example fund switches or portfolio rebalancing RequirementsPrior experience of working in a financial advisory firm is essential (2-3 years)Proficient in a financial services CRM / back-office systemProficient in Microsoft Office applications, including Outlook, Word and ExcelGood attention to detail and accuracyExcellent time management skillsPositive attitudeAbility to manage own workloadExperience of preparing suitability reports and cashflow models Package22 days annual leave plus bank holidaysFree onsite parking10% Employer pension contribution to the company workplace scheme4x Death in serviceGroup PMI planPaid support with CII/PFS examsSalary is negotiableDiscretionary bonus The role will be office based but with the possibility to work from home at times, if required