Paraplanner - Administrative Support Specialist

2 months ago


Coventry, Coventry, United Kingdom Kate+Co Full time

Job Summary:

Kate+Co is seeking a highly organized and detail-oriented Paraplanner to join our team. As a Paraplanner, you will provide administrative support and manage relationships between our practice and clients.

Key Responsibilities:

  • Provide client and adviser administrative support
  • Promote additional services to new and existing clients
  • Onboard new clients and maintain accurate records
  • Point of contact for clients, handling incoming calls and emails, providing regular updates
  • Liaise with third parties and perform ad-hoc admin/project work as required

Requirements:

  • Experience in providing administrative support in a financial/private client setting
  • Competent use of Microsoft Office software
  • Comfortable working to deadlines and prioritizing workload
  • Excellent organization skills and ability to maintain accurate records
  • Valid driver's license

What We Offer:

  • Salary range of £25-28k dependent on experience
  • Company pension scheme
  • Hybrid working arrangement
  • Progression opportunities and further training and development
  • Company events


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