Junior Paraplanner- Bridgend

RecruitukLtd Salary: £20k - £25k

We are actively working with a small Wealth Management team within a Chartered Accountants who are looking to recruit an experienced IFA Administrator. Due to a recent surge in business, they are looking to expand this team and take on ideally two administrators to support their Tax Planners and Paraplanner. There is the opportunity for development into a Paraplanning role with support towards obtaining your financial exams.

Your duties will include:

·          Processing new business

·          Speaking with clients of the business,

·          Liaising with insurers/providers etc,

·          Updating online systems,

·          Working in tandem with the Paraplanner on technical matters and all sales support.

·          Monitor timely receipt of Policy Documents and Contract Notes.

·          Ensure documentation is correct and accurately added to client management system.

·          Ensure documentation is forwarded to clients quickly and efficiently.

·          Monitor outstanding remuneration and actively chase outstanding payments

Successful candidates will hold at least two years’ worth of experience within an IFA or wealth management firm.

A competitive salary of £20,000 – £25,000 dependent on candidate experience.

For more information please contact Louise Bibb on 01179 170 416 or email Louise.bibb@recruitukltd.co.uk and quote reference 11483.

 

 

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