Technical Administrator

3 days ago

Wakefield, United Kingdom Lime People Search & Select Ltd Full time

We are currently recruiting for a family practice of one of the UK's leading Chartered Financial Planning firms, specialising in providing sound Financial Advice to both Businesses and Individuals Nationwide, across Wealth / Investment Management, RetirementPlanning, Mortgages, Insurance, Estate Planning and Corporate Financial Planning.

We are seeking an experienced Technical Administrator / Paraplanner who will be responsibe for supporting Financial Advisers of the business from an Administrative poerspective. You'll be responsible for supporting 4 Financial Advisers and the Office Manager,specifically you will be responsible for:

- Research & Suitability Reports
- Risk Profiling Reports
- Fund/Model Portfolio comparison reports (fund research using FE & Defaqto)
- Obtaining quotes, key features and research material (file preparation) using IRESS
- Processing New Business
- New business pipeline chasing
- Fund switching
- Administration support
- Client enquires

A great salary is offered, as well as further training and development, as well as a career path into Paraplanning.

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