Financial Administrator/Paraplanner

Recruiter
Anonymous
Location
Worthing
Salary
25000.00 - 35000.00 GBP Annual + GBP25000 - GBP35000/annum
Posted
05 May 2017
Closes
02 Jun 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Brilliant opening for a Financial Administrator or Paraplanner!

This is a fantastic opportunity to join a busy Wealth Management/Financial Advisory Firm based in the Worthing Area. We are seeking an experienced Financial Administrator/Paraplanner who has experience of working within Investment/Pensions or Life cover sectors.

This is a Full Time Permanent Role .

This is a varied and pivotal role and will require the successful candidate to assist and commit to the following :

-Undertaking product and fund research utilizing software such as; Select-a-pension and Morningstar OBSR.
-Producing client proposals and suitability letters.
-To ensure records are maintained and accurate.
-To ensure new business is seen through to completion and is in line with standardised administrative and compliance procedures
-Answering queries from clients in a precise and polite manner.
-To assist with other office duties when required.
-Administer Group Risk and Pension schemes.

To be considered for the role we require you to have :

-Experience of working in a financial advisory firm.
-Excellent organisational and communication skills.
-Ability to manage and prioritise a variety of work tasks.
-Comfortable working in a small team environment.
-Thorough knowledge of the Microsoft Office package.

In Return we can offer you an attractive Salary .

Please Contact should you require further details