Administrative Support Specialist

1 week ago

Farnham, Surrey, United Kingdom Professional Placement (Southern) Ltd Full time
Job Description

Job Title: Paraplanner

Company: Professional Placement (Southern) Ltd

Job Type: Full-time

Salary: £35,000.00-£43,000.00 per year

Job Summary:

We are seeking a skilled Paraplanner to join our dynamic financial planning team. The successful candidate will play a crucial role in supporting our financial advisors by providing comprehensive administrative and technical support.

Key Responsibilities:

  • Assist in preparing financial reports and client reviews
  • Conduct research on investment products and financial planning strategies
  • Organise and maintain client files and documentation
  • Communicate with clients to gather necessary information for financial plans
  • Utilise Intelligent Office and FE analytics for document preparation and data analysis
  • Provide excellent customer service to clients with professionalism and efficiency
  • Support the financial planning team with various office tasks
  • Demonstrate IT proficiency to navigate financial planning software

Requirements:

  • Previous experience working in a Paraplanning role / Junior paraplanner role
  • Proficient in report writing and maintaining accurate records
  • Strong organisational skills with attention to detail
  • Proficiency in Microsoft Outlook, Word, Excel, and other relevant software
  • Knowledge of financial planning principles and practices
  • Excellent communication skills to interact effectively with clients and team members
  • Good product knowledge along with the Diploma Level 4

What We Offer:

A dynamic and supportive work environment, opportunities for professional growth and development, and a competitive salary package.

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