Financial Administrator
2 weeks ago
Job Title: Financial Services Administrator / Paraplanner Salary: Starting from £25,000 (rising subject to experience and qualifications) Location: Penrith, Cumbria A fantastic opportunity for an organised and enthusiastic Paraplanner to join a highly reputable business founded over 20 years ago.
Professional Financial Centre Cumbria Ltd is a local Chartered Financial Planning firm based in Penrith.
Working directly with clients, and in conjunction with local solicitors and accountants, we provide holistic financial planning and look to develop a strategy tailored to our clients' individual needs.
We specialise in advising clients wishing to adopt a sustainable / ethical approach to investing, with over 25% of the funds we manage being invested in "ESG" strategies.
We are looking for a professional, enthusiastic and motivated individual who has a passion to develop their career within financial services.
Your role will be vital to PFC as you will help to support our clients needs throughout their relationship with us and assist our Financial Planners in preparing for client meetings and overseeing the administrative operations of the office.
The Day to Day Role: Answer and deal with telephone calls / post and greeting clients in the office.
Working alongside the Financial Planners to arrange and prepare for client meetings.
Using a variety of investment platforms and IT systems to process new business and administer the client review process.
Ensuring accuracy of client records, data entry and calculations.
Taking ownership of tasks to be completed within specified timescales The Required Skills: Experience of Financial Administration within an IFA or Wealth Management environment is desirable.
Familiarity with major research systems such as Intelligent Office, FE Analytics etc would be advantageous.
Fully competent in desktop applications, (proficient in Microsoft Word.
Excel and Outlook).
Good literacy and numeracy skills with ability to work to a high degree of accuracy Ability to communicate professionally and clearly whilst maintaining and developing professional relationships.
Displays relevant knowledge of relevant regulation and legislation.
What you can expect from us… A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 28 days Annual leave rising with service, inclusive of bank holidays.
Access to pension scheme with free financial advice Agile and family friendly working arrangements to allow for a great work/life balance.
Company sick pay.
Maternity, paternity and adoption pay.
Support with cost of professional exams /study days.
Company Events Job Type: Full Time, Permanent Schedule: Monday to Friday 09:00-17:00 Location: Office-based in Penrith, Cumbria Pay: Starting from £25,000 (rising subject to experience and qualifications)
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Dean, United Kingdom Hays Full timeExcellent opportunity with a reputable firm in Penrith Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth.They are a friendly and welcoming team, based...
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Dean, United Kingdom Hays Full timeYour new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth.They are a friendly and welcoming team, based in a beautiful office that welcomes dogs!Offering...
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Dean, United Kingdom Hays Full timeYour new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth.They are a friendly and welcoming team, based in a beautiful office that welcomes dogs!Offering...
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Dean, United Kingdom Hays Full timeYour new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth.They are a friendly and welcoming team, based in a beautiful office that welcomes dogs!Offering...
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Dean, United Kingdom Hays Full timeYour new company If you want to know about the requirements for this role, read on for all the relevant information.Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth.They...
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Dean, United Kingdom Hays Full timeYour new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth.They are a friendly and welcoming team, based in a beautiful office that welcomes dogs!
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Dean, United Kingdom Hays Full timeYour new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth.They are a friendly and welcoming team, based in a beautiful office that welcomes dogs!Offering...
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Dean, United Kingdom Hays Full timeExcellent opportunity with a reputable firm based in Penrith Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth.They are a friendly and welcoming team,...
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Dean, United Kingdom Hays Full timeYour new company Submit your CV and any additional required information after you have read this description by clicking on the application button.Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from...
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Dean, United Kingdom Hays Full timeYour new company Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out.Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from...
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