Paraplanning Support Specialist
2 weeks ago
About the Job
">We are looking for a talented Paraplanning Support Specialist to join our team. As a key member of our team, you will provide administrative support to the wealth advisers and contribute to the development of financial planning solutions.
Key Responsibilities:
">- ">
- Preparing recommendation reports and generating technical reports for client meetings.">
- Assisting in the research of products and financial planning solutions.">
- Providing high-level administrative support to the team and assisting advisers with client management.">
About Our Client
">Our client is a well-established organisation in the financial services industry, committed to delivering exceptional service and building strong relationships with clients.
Benefits
">This role offers a competitive salary of £25,000 rising to £27,250 after 6 months, plus a minimum annual bonus of £4,000. You will also receive study support, 25 days' annual leave, and flexible working hours.
Requirements
">To be successful in this role, you will need:
">- ">
- Excellent administrative skills and great attention to detail.">
- A minimum of 2 years' experience as a fully competent Administrator.">
- Strong Word and Excel skills, with fantastic literacy and numeracy skills.">
- Fast typing speeds and previous experience within Financial Services would be advantageous.">
Your Career Development
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