Administrator / Paraplanner
Salary
Up to 30,000
Location
Abergavenny
Job Type
Flexible Working|Full Time|Work From Home
This position has now been filled. If you are looking for a job, let us help you find a similar job.
Job Title: Administrator/Paraplanner
Industry: Financial Services
Location: Abergavenny
Salary: Up to £30,000
Job Reference: 15601
Job Description:
Recruit UK is working on an excellent opportunity for an Administrator/Paraplanner to join a financial planning firm in Abergavenny.
Are you currently a senior administrator, looking for a bit more responsibility? Perhaps you are a paraplanner, looking to take on more administration duties?
This role is a perfect blend of administration and paraplanning, where you will be working closely with the Financial Adviser on all areas of the client process. This is a great opportunity to get stuck in and be an integral part of the development of the firm.
Your general duties will include, but not be limited to:
- Booking meetings and diary management
- Processing new business/applications
- Updating the database
- Working closely with the Financial Advisers, clients, and product providers
- Fact find and basic suitability reports
- Competitive salary of up to £30,000
- Flexible working to suit you
- Home and office work available
- Zero micromanagement
- Fantastic benefits
- Currently working in an IFA practice in either an administration or paraplanning position
- Ideally, Diploma qualified or working towards
- Ability to work independently
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.