Qureos Mentor

Mulberry Recruitment

Admin AssistantLocation: GodalmingSalary: £26,000Working Hours: 37.5 hours per week (Monday to Friday), Core hours: 10:00am4:00pm, with flex timeBenefits:25 days holiday, plus flex timeFree car parking5% pension contribution through auto enrolmentPrivate healthcare scheme (after successful completion of probation)4x salary death benefitSupport with professional exams, including paid study leave and coverage of exam costs and materialsAbout the Role:An exciting opportunity to join an established and award-winning financial services company, renowned for providing excellent customer service within the wealth management industry. The role offers the chance to work as part of a dedicated team delivering high-quality administrative and client support.Key Responsibilities:Liaise with the new business team to ensure application information is accurate and completeCreate and maintain database records to establish new client schemes accurately and efficientlyUpdate and manage client data and transactionsDistribute incoming mail and handle general office correspondenceGenerate standard client communications and reportsMaintain schedules to ensure all administrative duties are processed on timeHandle incoming client calls and provide professional supportPhotocopy and print standard reports as requiredPerform general administrative tasks to support consultants and ensure smooth office operationsSkills and Experience Required:Strong organisational skills and attention to detailAbility to multitask and manage workload to meet deadlines and service standardsGood understanding of modern office practicesProficient in Microsoft Office and comfortable working with numbersConfident and articulate, able to communicate effectively with clients and senior staffA collaborative team player with excellent communication skills

Admin Assistant

Paraplanning Team LeaderSalary: £50,000-£52,000Reports to: Paraplanner ManagerLocation: Farnborough/Remote (1 day in the office every quarter)About the RoleAre you an experienced paraplanner ready to lead and inspire a team? This is a fantastic opportunity to step into a Team Leader role where you will blend technical expertise with leadership, overseeing the day-to-day running of a high-performing paraplanning team. You'll play a key role in ensuring advice is clear, compliant, and aligned with client needs all while helping paraplanners grow and succeed in their careers.Key ResponsibilitiesThis role is split into two core areas:Leadership & Team Management (Approx. 60%)Oversee daily workflow, ensuring timely case progression and effective case distribution.Monitor and report on team performance, supporting individuals to meet their targets.Mentor and support new starters and trainees to reach competency within agreed timelines.Deliver technical training and peer reviews to maintain high standards.Identify and drive process improvements, contributing to wider change initiatives.Maintain strong relationships with internal stakeholders (e.g., Compliance, Business Quality Unit).Act as a role model for best practice, deputising for the Paraplanner Manager when needed.Paraplanning & Technical Delivery (Approx. 40%)Review fact finds to ensure client needs are accurately captured and documented.Conduct thorough analysis using tools such as TVAS and annuity break-even analysis.Prepare high-quality, compliant draft suitability reports for adviser approval.Liaise with advisers and providers to gather information and clarify advice requirements.Work closely with the Business Quality Unit to ensure report accuracy and compliance.Skills & ExperienceStrong background in paraplanning, including Defined Benefit (DB) advice report writing (min. 1 year).Previous experience within an IFA environment is essential.Proven leadership, mentoring or training experience.Strong communication, analytical, and interpersonal skills.Knowledge & QualificationsIn-depth knowledge of pensions, especially DB transfers.Solid understanding of FCA regulations, KYC, and suitability requirements.Familiarity with whole-of-market financial products and providers.Level 4 Diploma in Financial Planning (essential).Working towards Chartered status (desirable).BenefitsPrivate Medical Insurance (self-cover)Income Protection (75% salary for 3 years)Life Assurance (4x salary)Critical Illness (£50,000 lump sum)Pension (6%)

Paraplanner Team Leader

Join Mulberry Recruitment and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Mulberry Recruitment

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Admin Assistant

Paraplanner Team Leader