Junior Administrator - Paraplanner

Job Location

Permanent, full-time

Type of Job

Published Date

3 July 2021, 15:30:00

Watchfield, Wiltshire

About the job

Our client are a young, dynamic and wholly independent financial adviser firm built upon core values of honesty, integrity and a client-focused service. They have invested heavily in state-of-the-art technology to aid with research, due diligence, cash flow modelling and risk assessment analysis. This is important as they want to be certain that any recommendations presented are the most appropriate for their client's individual circumstances.

As a result of continuous growth, they are now seeking to appoint an experienced a Junior Administrator - Paraplanner to join their team. This is a great opportunity to join a dynamic and growing firm where you will be able to build your career in a great working environment.

With a team of dedicated professional financial advisers, they help their clients make informed decisions about their financial future. They are fully independent and help clients to build an investment portfolio, create a tax-efficient retirement strategy and also provide mortgage and protection advice.

This is an ideal role for someone who is looking to further their career in Financial Services and is keen to learn or perhaps has worked in the Financial Services industry before and is looking to return. There is a competitive starting salary of c£28-£30,000 DOE + an excellent benefits package. If you have worked in an FCA authorised environment or Financial Services and have an interest in Financial Planning please do send your CV today.

Requirements

What we are looking for?

Someone with a passion for good service and who enjoys a challenge. Working from the firms head office but being part of a wider team spread across the South you will be providing a technical function producing letters and reports for Adviser's to present solutions to meet the client’s financial needs.

This is an Ideal role for someone who is looking to further their career and keen to learn or perhaps has worked in the Financial Services industry before and is looking to return.


Experience Required and key duties: -

  • Supporting the team

  • working well under pressure ensuring deadlines are met

  • The ability and experience of producing Suitability Reports across a number of subjects. - Prepare meeting paperwork and documents

  • Prepare documentation for onward transmission to the partnership teams

  • The ability to prepare information/comparison for analysis by the advisor

  • Able to discuss client objectives with the adviser

  • Complete application/proposals and other forms

  • Maintain and update back-office systems

  • The ability to work with minimal supervision to get the work completed.

Benefits

£28,000 - £30,000 per annum, negotiable

About us

Financial Careers Ltd is recognised as one of the Financial Services industry’s fastest-growing recruitment agencies. With nationwide coverage, we have the capacity to build meaningful, long-lasting relationships with our clients and candidates. We are dedicated to providing you with sound career advice, finding solutions and solving recruitment problems.

We specialise in recruiting for the Financial Services industry and cover a wide range of roles and skillsets. Including, but not limited, to Financial, Mortgage Advisers, Paraplanners, Administration, Sales, Executive Support, Marketing, Operations, Compliance, Pensions, Employee Benefits, Business Development, IT, Digital, Project Management, and Business Transformation.

We cover permanent, contract and interim positions. Whether you are a client or a candidate, we pride ourselves on being honest, realistic and straightforward to deal with.

All of our consultants have many years of recruitment experience and excellent knowledge of the UK Financial Services industry. Please get in contact with us today.