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Paraplanner Assistant

1 month ago

Coventry, Coventry, United Kingdom Kate+Co Full time
Paraplanner Role

We are seeking a skilled Paraplanner to join our team at Kate+Co. 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
  • Maintain accurate records
  • Act as a point of contact for clients, handling incoming calls and emails, and providing regular updates
  • Liaise with third parties
  • Perform ad-hoc admin and project work as required by other departments
Requirements
  • Experience in providing administrative support in a financial or private client setting
  • Competent use of Microsoft Office software
  • Ability to work to deadlines
  • Excellent organisation skills and ability to prioritise workload
  • Full clean driving license
What We Offer
  • Salary of £25-28k dependent on experience
  • Company pension scheme
  • Hybrid working arrangement
  • Progression opportunities and further training and development
  • Company events

If you are a motivated and organised individual with a passion for providing exceptional administrative support, we would love to hear from you. Please visit our website to apply for this exciting opportunity.