Paraplanning Support Specialist

2 weeks ago


Gateshead, United Kingdom Office Angels Full time

About the Job

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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:

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  • 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.">
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About Our Client

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Our client is a well-established organisation in the financial services industry, committed to delivering exceptional service and building strong relationships with clients.

Benefits

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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

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To be successful in this role, you will need:

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  • 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.">
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