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Financial Services Administrator/Support Paraplanner

4 months ago

South Norfolk 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.
Speaking with insurance companies and investment companies to obtain specific information
• Preparation of investment reports and review packs for existing clients
• Use of back office system to construct data records and obtain information for existing clients
• Complying with FCA rules and internal compliance procedures
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
25 days holiday
Free Parking
Home working one day per week (hybrid)
Annual bonus (ad hoc)
Finance and support financial qualifications
Financial services: