Financial Services paraplanner

Full Time
Apr 26, 2018

Job Overview

A fantastic job opportunity has arisen to join our wealth management firm here in the UK.

As a growing firm that provides independent financial advice and a range of wealth management solutions to clients across the UK. Established since 2003. We serve clients throughout the UK and are looking for a fantastic team of assistants to support our growth.

The successful candidate will join the Client Administration Team which is responsible for the day to day administration of our Wealth Planning Advisers’ clients. They will support the Advisers to enable them to provide financial advice to clients within compliant guidelines set by the Regulator and the Company.

Main Duties:
To ensure that all meetings, enquiries and subsequent dealings with clients and other third parties are conducted in a professional manner and comply with the Company’s procedures.
Updating back office systems with changes to client portfolios.
Preparing paperwork pre and post client appointments.
Submitting new business applications and tracking their progress.
General administrative duties and other ad hoc work as required from time to time

Skills required:
Good written and verbal communication skills. Excellent English skills.
Good organisational skills.
Ability to work under pressure with excellent attention to detail.
Confident using Microsoft Office products and the ability to learn new systems and processes.
Previous experience of Adviser Office an advantage
Previous experience as a financial services administrator would be preferred.

What we can offer:
A chance to join the company at an exciting time of development
Support for studying further
A competitive salary.
Bonuses linked to our growth.

Working hours
Part time or full time to suit.
Generally UK based working hours.
9 am GMT to 5 Pm Gmt.
Time Zone GMT
Salary payment dates:
1st and 15th of the month

Skills essential: IT, Ability to understand new IT systems.

Skills Required

  • Admin Assistant
  • Data Entry
  • Email Management
  • Event Planner
  • Human Resource Management
  • Project Coordinator
  • Quality Assurance
  • Research
  • Transcription
  • Travel Planning
  • Speaking
  • Writing
  • Content Moderation
  • Customer Support
  • Email Support
  • Phone Support
  • Social Media Moderation
  • Tech Support
  • Appointment Setter
  • Personal Assistant

Share with your friends