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Administrative Support Specialist

2 months ago

Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full time

Job Summary:

Lime People Search & Select Ltd is seeking an experienced Paraplanner to join our team. As a Paraplanning Professional, you will be responsible for providing administrative support in the preparation of non-client facing documentation, researching and producing client recommendations, and writing reports as directed.

Key Responsibilities:

  • Provide administrative support in the preparation of financial plans or reports.
  • Research and produce client recommendations.
  • Write reports as directed.
  • Provide technical support and backup to the Directors.
  • Carry out client portfolio reviews.
  • Provide analysis and detailed research for pension transfers and retirement reports.
  • Stay up to date with legislation changes and FCA requirements.
  • Assist with the smooth running of the Department to support the Directors and comply with the compliance procedures for the Company.

Requirements:

We are seeking an experienced Paraplanner with 2+ years experience working within Paraplanning and Writing Suitability Reports. You should be experienced at completing Client Reviews, as the focus of this role is on the Review side, rather than on New Business. Ideally you will be Level 4 Diploma qualified, or be very close to achieving your Diploma, coupled with the relevant Paraplanning experience required.

Working Environment:

This role is predominantly office-based, however there may be the opportunity to work 1 day a week from home.

What We Offer:

A great salary and working environment is offered for the role.