Financial Services Administrator

2 weeks ago


Ulverston LA LR, United Kingdom Steven Martin and Associates Ltd Full time £28,000 per year

Financial Services Administrator / Trainee Paraplanner

We are seeking to recruit a high level Financial Services Administrator / Trainee Paraplanner.

In your role as a Financial Services Administrator / Trainee Paraplanner, you will be supporting our existing team of Financial Advisers who primarily work with high net worth clients. You will learn our in-house procedures and you will support Advisers by;

Assisting in preparation of meetings

Submitting new business

Report writing

Liaising with Life Offices

Making appointments with Clients

Training

On the job training will be provided and support given in the attainment of the Level 4 Diploma qualification in Regulated Financial Planning (DipPFS).

The Ideal Candidate

You must be highly motivated and committed to gaining the knowledge and expertise required.

You will also possess the following attributes:

. High level of education

· Experience within a professional environment

· Educated to a high standard

· Strong Attention to Detail

· High level of organisational and time management skills

· Efficient

· Confident both on the telephone and face to face

· Numerate and Literate

· Ambitious for career progression

· Coachable

· Have a clean credit record

Job Type: Full-time

Pay: From £28,000.00 per year

Work Location: In person



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