Financial Services Career Development Position
2 weeks ago
About this role:
This is an exciting opportunity for a motivated individual to join our team as a Paraplanner Support in Ashford. We're looking for someone with a strong administrative background and excellent analytical skills to support our Business Owner and Paraplanner Team.
The salary for this position is £25k - £30k per annum.
Job ResponsibilitiesAs a Paraplanner Support, you'll be responsible for:
- Preparing meeting packs for Financial Advisers.
- Analyzing investment portfolios and risk profiles.
- Verifying client reports.
- Supporting our Business Owner with ad-hoc tasks.
- Collaborating with the Paraplanner Team and Supervisor to manage daily duties.
Key Requirements:
- 2+ years of experience in financial administration.
- Expertise in fund and product research.
- In-depth knowledge of pensions and investments.
- Exceptional analytical capabilities.
- Strong communication and interpersonal skills.
- Excellent written communication skills.
- Intelligent Office proficiency (desired).
- Self-motivated with exceptional time and caseload management skills.
We offer flexible working hours and home-based work options, as well as comprehensive training and exam support. If you're passionate about financial services and eager to develop your skills, we encourage you to apply.
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Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Overview">We are seeking a highly motivated and skilled Paraplanner Support to join our team in Ashford. As a Paraplanner Support, you will play a vital role in providing administrative support to the Business Owner and the Paraplanner Team.">About the Role">This is an excellent opportunity for individuals looking to progress their career in financial...
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