Paraplanner - Administrative Support Specialist
2 months ago
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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