Financial Services Administrator

6 days ago

Chester, Cheshire, United Kingdom Page Personnel Full time

Financial Services Firm in Chester

**Job Summary**

We are seeking a skilled Paraplanner to join our team at a forward-thinking financial services firm in Chester. As a Paraplanner, you will play a crucial role in supporting our Financial Planners with administration tasks to deliver top-class service to our clients.

**Key Responsibilities**

* Prepare suitability reports and client review packs for investments, pensions, and protection solutions
* Conduct research on financial products to meet individual client needs
* Utilize investment and wrap platforms to provide excellent service
* Review and respond to client queries efficiently, serving as a primary point of contact
* Submit plans to third-party provider companies
* Maintain accurate administrative information, ensuring compliance with relevant regulations

**Requirements**

* Level 4 diploma qualification in a relevant field
* Experience working in an IFA practice
* Strong analytical and communication skills
* In-depth knowledge of financial products, including pensions, investments, mortgages, and protections

**What We Offer**

* Competitive salary
* 25 days' holiday, with option to buy/sell
* Company pension scheme
* Onsite parking

**About Us**

Our firm is committed to sustainability, diversity, and inclusion, creating a great environment for our employees to grow and develop.

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