Investment Administrator/ Paraplanner – North London

recruitukltd Salary: £22,000 - £35,000

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

Required skills and experience

  • 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

Every year, all employees are invited to a summer day out to celebrate their success and to have the chance to unwind together.  On Anniversary years, the summer day out is extended to a short holiday abroad.  Christmas parties are eventful and all 35 employees get together to make it a great evening.

If you are quietly ambitious, seek a great opportunity and a welcoming environment to work in then please get in touch with Louise Sheppard at Recruit UK on 0117-917-0411

Quote reference 12064

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