Financial Services Administrator
2 weeks ago
We are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Limited.
The successful candidate will be responsible for providing administrative support to our financial planning team, including data entry, document preparation, and client communication.
Key Responsibilities:
- Assist in the preparation of financial plans and reports
- Provide administrative support to the financial planning team
- Communicate with clients to gather information and provide updates
- Enter data into our system and maintain accurate records
Requirements:
- Excellent communication and organizational skills
- Ability to work in a fast-paced environment
- Basic knowledge of financial planning principles
- Proficient in Microsoft Office and other software applications
What We Offer:
- A competitive salary and benefits package
- Ongoing training and development opportunities
- A supportive and dynamic work environment
Location: West Malling/Maidstone
Hours: Full-time, 9-5pm
Salary: £28,000 - £32,000 + bonus and benefits
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