Paraplanning Administrator

3 weeks ago

Leicester, United Kingdom Evans Paraplanning Full time

We are a dynamic and fast-growing financial planning paraplanning firm seeking a highly motivated and efficient Paraplanning Administrator to join our team.

Job Responsibilities:

- Provide administrative support to financial advisors and paraplanners
- Manage client files and ensure they are up-to-date
- Liaise with product providers and other third-party companies
- Assist with research and analysis for financial planning reports
- Ensure compliance with regulatory requirements
- Provide general administrative support to the team as needed

**Requirements**:

- Minimum of 1 year of experience in an administrative role
- Strong organisational and administrative skills
- Excellent attention to detail
- Ability to work independently and as part of a team
- Good communication and interpersonal skills
- Proficiency in Microsoft Office
- Experience in the financial services industry is preferred but not essential.

We offer a supportive and collaborative work environment, ongoing training and development opportunities, and a competitive salary package. If you are a highly motivated and organised individual with a passion for delivering exceptional client service, we want to hear from you.

To apply, please send your CV and a cover letter outlining your experience and suitability for the role.

This role is initially for a 9 month maternity cover with a view to becoming permanent for the right person.

**Job Type**: Temporary contract
Contract length: 9 months

**Benefits**:

- Company pension
- Flexitime

Schedule:

- Flexitime
- Monday to Friday

Ability to commute/relocate:

- Leicester: reliably commute or plan to relocate before starting work (required)

Work Location: In person

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