Careers
Private Client Services Administrator / Paraplanner Support
At MAC, we foster a culture of innovation, celebrate dynamic thinking and always put our customers first.
Join Our Team?
MAC Financial Limited is the Isle of Man’s leading financial services provider for Corporate and Private clients, due to continued & exciting expansion, we are looking for a Private Client Services Administrator / Paraplanner Support to join the team.
The role would suit a results-driven, highly motivated individual, who possesses integrity, a strong work ethic and a desire to help clients.
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)
Benefits of working at MAC Group
- 25 days of annual leave per annum, plus all Manx and UK Bank Holidays
- Your birthday off work
- An active and company funded social club
- Health cash plan
- Pension
- Death in service
- Training and development through the MAC academy that provides support & guidance for professional qualifications
- Annual wellbeing benefit
- Access to qualified mental health first aiders
Closing date 31 March 2025
How to apply
To apply, please follow the below link