Paraplanner / Financial Administrator

Recruiter
Premier Jobs
Location
Warwickshire
Salary
20000.00 - 30000.00 GBP Annual + GBP20000 - GBP30000/annum Plus Company Benefits
Posted
12 Mar 2018
Closes
09 Apr 2018
Job Type
Administrator
Contract Type
Permanent
Are you a Paraplanner or Financial Administrator looking to join a busy business based in Coventry?

The Company

This financial services firm nearing its 30th anniversary is looking to continue building their team of Financial & Mortgage Advisers. They have continued to successfully grow the business and now have a team of 12 Advisers supported by 9 Administrators. They now have the opportunity for a Paraplanner or Financial Administrator to join their team.

Roles and responsibilities

You will join their existing admin team who provide support to their Wealth Managers. Your duties will include:
Creating annual review reports for clients
Liaising with clients to book in review meetings
Processing / submitting applications onto platforms / product providers
Assisting in the analysis and reviewing of potential transfers of client's pensions and investments
Writing suitability reports
Providing ad-hoc research and administrative support

Requirements to be considered

In order to be considered for this position, you must have at least 12 months financial services experience and already holding or have desire to study for Diploma in Financial Planning.

Benefits

Salary of GBP20,000 - GBP30,000 pa dependent on skills and experience
Company benefits include: pension, paid study for Diploma in Financial Planning, 20 days holiday plus bank holidays and free Christmas party with an overnight stay for you and your partner
Positive, encouraging, helpful atmosphere with no micro-management
Opportunity to develop your career further within a growing business
Working from their open-plan office with free parking

Locations

Coventry

Contact us: Call us now on (Apply online only) to further discuss this position with one of our regional recruitment consultants. Alternatively, press the 'Apply Now'.

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The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert