My client is a boutique advice practice based in southeast rural Norfolk.
My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers.
Key duties
- Liaising with advisers and colleagues in all aspects of the business process
- Speaking with insurance companies and investment companies to obtain specific information
- Preparation of investment reports and review packs for existing clients
- Preparation of new business packs for prospective clients of the firm
- Use of back office system to construct data records and obtain information for existing clients
- Assisting the advisers to ensure business is processed efficiently and accurately
- Complying with FCA rules and internal compliance procedures
Key personal skills required for this role are:
- Honesty
- Integrity
- Reliability
- Ability to work well under pressure
- Good knowledge and experience of using Microsoft office and Excel
- Mathematics and English qualifications (grade C and above)
- A good telephone manner
- Experience within financial services, ideally within an insurance company or financial advisory business
Benefits:
25 days holiday
Free Parking
Work from home one day per week (hybrid)
Annual bonus (ad hoc)
Finance and support financial qualifications
Personal development is encouraged and my client has a track record of developing administrators to advice level, if of course you wish to progress, there is no pressure to.
Experience:
- Financial services: 1 year (required)