Financial Services Administrator/Trainee Paraplanner

6 days ago

South Norfolk, United Kingdom Service Service Full time

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 holidayFree ParkingHome working one day per week (hybrid)Annual bonus (ad hoc)Finance and support financial qualificationsPersonal 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)

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