How could I assist (you) a paraplanner and in turn the adviser best
In my current position as an administrator there are no paraplanners, we have advisers, a technical team of report writers and an admin team. I would do everything/anything in admin covering all clients up until the research and report writing which is for the tech team. The advisers have secretaries that would manage their meetings etc.
I'm currently moving to the south of England and interviewing for a couple IFA admin positions, and they seem to have advisers, paraplanners and the admin support.
So my question is how can I support the paraplanner to make their job easier, who can then work with the adviser more efficiently.
What would an ideal administrator do for you and the adviser?
Is it a matter of taking any of the none technical workload, and assisting then with any of the technical aspect e.g. research as best as I can?
E.g. I'd process any new business, any administration, 1st point of contact and screening calls and appointments etc.
I've worked for one IFA firm for 3 years, and 1 year with a provider, but I can see lot's of firms operate differently.
Just wondering so I know what to expect, and what I can do to help progress further in the future.