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Paraplanning Assistant
2 months ago
Job Summary:
We are seeking an experienced and driven Financial Administrator to join our team at Financial Divisions. As a key member of our Paraplanning team, you will play a vital role in supporting our Advisers and Paraplanners in delivering exceptional client service.
Key Responsibilities:
- Assist in the preparation of annual review meeting materials, including gathering information and documents for Paraplanners to produce suitability letters.
- Liaise with our centralized admin team to ensure seamless processing of new business and existing business.
- Provide administrative support to our Advisers and Paraplanners, including data entry, document preparation, and other tasks as required.
- Work closely with colleagues, clients, and third-party providers to ensure excellent communication and service delivery.
- Contribute to the growth and development of our Paraplanning team, including participating in training and development opportunities.
Requirements:
- 2 years of experience in a Financial Administration role, preferably in a wealth management firm.
- Strong administrative skills, including data entry, document preparation, and communication.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with colleagues and clients.
- Confidence in working with technology, including software applications and systems.
What We Offer:
- A competitive salary and benefits package, including study support to achieve a Level 4 Diploma.
- A dynamic and supportive work environment, with opportunities for growth and development.
- A chance to work with a leading local wealth management firm, known for its excellence in client service and passion for the industry.
