Financial Services Administrator

23 hours ago


Warrington, Warrington, United Kingdom Page Personnel Sales Full time
Job Summary

We are seeking a skilled Paraplanner to support our team of Financial Planners with administrative tasks, including preparing suitability reports and client review packs.

About the Role

The successful candidate will have experience in Paraplanning, a Level 4 qualification, and strong analytical abilities. Key duties will include:

  • Preparing suitability reports for clients
  • Developing skills in Paraplanning
  • Supporting Financial Planners with administration tasks

We offer a competitive salary of £42,000 - £52,000 per annum, depending on experience, and a range of benefits, including pension scheme and life insurance.



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