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Administrative Assistant/Paraplanning Specialist
2 months ago
We are seeking a highly organized and detail-oriented Administrative Assistant/Paraplanning Specialist to join our team at EGRecruiting Ltd. As a key member of our financial services team, you will provide administrative support to our Financial Adviser and contribute to the delivery of exceptional client service.
Key Responsibilities- Administrative Support: Provide administrative assistance to our Financial Adviser, including diary management, meeting preparation, and travel arrangements.
- Client Communication: Liaise with clients, Advisers, and providers to ensure seamless communication and delivery of services.
- Business Operations: Assist with the preparation of cash flow plans, suitability reports, and other business-related documents.
- Data Management: Update spreadsheets and back-office systems to ensure accurate and up-to-date records.
- Team Collaboration: Work closely with the team to achieve business objectives and deliver exceptional client service.
- Administrative Experience: Previous experience supporting a Financial Adviser in an administrative capacity.
- Financial Services Knowledge: Experience of processing pension and investment business is essential.
- Paraplanning Skills: Some exposure and knowledge of paraplanning would be beneficial.
- IT Skills: Proficient in Microsoft Office, particularly Word and Excel, and experience with Curo and Voyant would be advantageous.
- Personal Qualities: Strong time-management and organization skills, with the ability to prioritize effectively and deliver accurate work consistently.
- Competitive Salary: A competitive salary and generous monthly bonus.
- Benefits Package: A comprehensive benefits package, including 28 days' holiday plus stats, pension, and additional benefits after qualifying period.
- Career Development: Opportunities for career growth and professional development in a dynamic and supportive team environment.
