Financial Services Administrator/Paraplanner

Recruiter
Anonymous
Location
High Wycombe
Salary
30000.00 - 35000.00 GBP Annual + GBP30000 - GBP35000/annum
Posted
13 Jun 2017
Closes
11 Jul 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Financial Services Administrator/ParaplannerNr High WycombeUp to GBP35k pro rata22/25 Hours per weekWe are working with a financial planning and wealth management business offering financial advice to private individuals and small businesses throughout the Home Counties.As they find themselves writing more an more business, they are looking for a Financial Services Administrator/Paraplanner to join their busy team based just outside High Wycombe.The role is part time and the individual will be expected to work between 22 and 25 hours per week. These hours can be worked in 3 full days or across 5 days to suit the individual.The RoleThis person will be supporting the work of Financial Advisors, working on pensions and investments, mortgages and general admin. Analysing and assessing existing pensions and investments, writing suitability reports and taking on general office admin as well.Skills and ExperienceIdeal candidates
* Will have RO qualifications* Will have 3-5 years minimum experience working in a similar role* Will have an understanding of Financial Planning regulations and compliance* Will have good customer service skills with a friendly and professional manner
As the business grows this individual could start to work towards partner status, take more exams and qualifications and this could be supported by the business.The company offers excellent in house training too, with opportunities to work with their academy to learn about and keep up to date with current wealth management and financial planning regulations.This is a lovely friendly business with a supportive and professional environment. We are looking forward to hearing from you. Please apply today, sending your CV in MSWord format and we will give you a call