Financial Services Administrator

4 weeks ago


Grantham, Lincolnshire, United Kingdom Page Personnel Finance Full time
About the Role

We are seeking an experienced Paraplanner to join our team at Page Personnel Finance in Grantham, Nottinghamshire. As a Paraplanner, you will play a crucial role in supporting our Financial Planners with administration tasks to deliver exceptional client service.

Key Responsibilities
  • Prepare and process new business and client review packs
  • Produce client portfolio valuations and reports
  • Collaborate with Wealth Advisers to interpret and communicate advice based on client needs
  • Make recommendations and create suitability reports
  • Obtain information from providers and conduct money laundering checks
  • Communicate with clients and arrange appointments with advisers
  • Stay up-to-date with relevant product, legislative, and technical changes
Requirements
  • Experience working as a Paraplanner, ideally with a diploma qualification
  • Background in an IFA/wealth environment, with knowledge of supporting advisers in a technical administration setting
  • Understanding of investments and related products
What We Offer

As a Paraplanner at Page Personnel Finance, you will have the opportunity to work with a dynamic team and contribute to the growth of our wealth management firm. We offer a supportive environment, opportunities for professional development, and a competitive salary package.



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