Investment Administrator/ Paraplanner – North London
Salary
22,000 - 35,000
Location
London
Job Type
Full Time
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My client is a leading Pension and Actuarial firm that act as Trustees for SIPP and SSAS clients. They’ve built a reputation for technical excellence over the last 25 years and receive referral business from industry peers as well as act as a technical consultant and ‘go to’. This is a family business that has spanned 3 generations, they continue to grow and are looking to recruit in all areas of their business.
Their investment and financial planning team provide advice on investments and wealth within clients SIPP/ SSAS. Their Investment team requires a paraplanner to join them.
This is an exciting opportunity to work in a small and fast growing investment team.
Role includes:
- Support and assistance for consultants for all financial planning work
- Obtaining valuations and preparing new business reports
- Processing new business and producing client packs
- Carryout trade instructions
- Assisting in the investment research for the firm and analysing fund data
- Developing technical knowledge on pensions and investments and keeping up to date with changes
- Recent and relevant experience in financial services
- Essential organisation and time management skills
- Ability to work under pressure to strict deadlines
- Excellent communication and interpersonal skills
- Proficient in use of Microsoft Office