My client is a boutique practice in the centre of Norwich; they are a well-established firm with a strong client following. A vacancy has arisen to support one of their Financial Advisers with their administration and paraplanning tasks.This position involves working closely with one of my clients'' advisers and providing one-to-one support on all aspects of business processing. You will liaise with clients and product providers on existing and new business via telephone, email and letter.Whilst prior experience of both administration and paraplanning is desirable, candidates with strong financial planning administrative skills and a willingness and desire to grasp the paraplanning elements of the role will be strongly considered, no qualifications are required but prior experience is essential.This role has arisen out of a requirement for further adviser support.The key tasks of the Administrator/ Paraplanner include:You will update client records from fact finds and meeting notesYou will process new business applications - to include preparation of illustrations and formsYou will process the withdrawal of fundsYou will process fund switches/buysYou will carry out the administration of existing plansYou will provide client valuations and review lettersYou will process post-retirement Cashflow Modelling by compiling reports using SelectaPension (desirable)You will carry out fund research using tools such as FE AnalyticsYou will carry out risk profiling of clientsYou will ..... full job details .....