Job description

  • Location:
  • Employee Type:
  • Department:
    Financial Planning
  • Division:
  • Employment Type:
    Full time
  • Salary:

Junior Paraplanner / Technical Administrator (4005)

We are looking for a Trainee Paraplanner / Technical Administrator to join our dynamic and busy team in Guildford.  


What is the purpose of the role?

To provide high touch, qualitative support to aspects of the client journey particularly focussing on supplementing and supporting the paraplanning activities and objectives of that role.  We will also consider candidates who are looking to progress down the Paraplanner path over time.

What will you be doing?

  • Obtaining illustrations from product providers
  • Qualitative analysis of data received from providers
  • Extracting and interpreting the information received in response to Letter of Authority (LOA) requests
  • Inputting information from LOA responses into the system
  • Liaising with product providers for further information as required
  • Maintaining progress status and liaise with Paraplanners
  • Obtaining information from providers for client meetings where required
  • Checking fees are correct when agency has been taken over
  • Maintaining electronic document filing as required
  • Pre-populating and submitting of provider application forms (inc IW&I Client Agreements)
  • Liaising with providers to obtain / chase information
  • Validating and issuing valuations to support the annual client review process where required
  • Undertake other such tasks as directed, to assist with the smooth running of the team

Do you a combination of the following skills?

  • Prioritises and makes effective use of time, with good organisation skills
  • Good attention to detail
  • Excellent telephone manner, listens actively and questions to clarify own understanding
  • Highly proficient in following procedures

What knowledge will you need for the role?

  • Good working knowledge of relevant Financial Products (e.g. Pensions, Protection Products, Trusts and Investment Wrappers)
  • Familiarity with the advice and investment management systems used on a day-to-day basis (e.g. XPLAN, Pulse, DSX, Adviser Office and Iress Exchange)
  • A thorough understanding of financial advice processes and procedures

What experience would we like to see?

  • Experience of working within the financial services industry
  • Experience of effectively communicating with third party providers to understand and elicit the data necessary for Paraplanners to produce high quality Advice Reports
  • Experience working in Financial / Wealth Planning focused teams together with Planners, Associates, Administration and third party providers
  • Experience of new business and policy servicing administration
  • Has the experience and confidence to deal with queries from stakeholders 
  • Working cross-collaboratively with other teams and departments to ensure processes and workflows are efficient companywide


About Investec

Investec is a distinctive Specialist Bank serving clients principally in the UK, Australia and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.


Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!


**We are open to conversations about flexible working so please ask**


Could your career thrive in this setting? Could you see yourself making an impact? If this is the career opportunity you've been waiting for please apply today or contact us for more information.

Close map
Unit 4, The Billings, 3 Walnut Tree Close, Guildford, UK, GU1 4UL

Meet the recruiter

Keeley Fitzsimmons

Share this page
Share with linkedin
Share with facebook
Share with twitter
Share with email
Job Alerts
Create an alert subscription based on this Job


Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance