Product Features
Blog
Contact Us
Sign In
Recruit Wealth Ltd
,
London, Greater London
Financial Planning Administrator - Junior Paraplanner
|
|
Job Type: Full-time |
|---|---|
|
|
Salary: £28,000 per annum |
Overview
Recruit Wealth is delighted to be representing a modern and vibrant Financial Services organisation who are currently in need of an experienced Financial Planning Administrator who has the desire to become a qualified Paraplanner. Our client is an ultra modern and exciting business working out of their superb North London offices. They are dealing with typically high net worth clients relating to their personal pensions, investments and working towards ensuring their financial security. They have an envious reputation in the industry, have won numerous awards and are growing to become one of the most respected independent financial planners. This is a hands on technical administration role working alongside the highly successful Financial Advisers and Paraplanners. Full training on office systems and platforms will be given and as such you will undertake the following duties: Dealing with client queries via email and telephone Processing of new business and documentation Inputting data on internal systems ensuring the information is accurate and up to date General administration ensuring work flows effectively Preparing for adviser & client appointments Speaking to product providers & platform providers Sending out client pack information Assisting with reporting, including valuations Use of Intelligent Office The business believes in progression and rewarding all staff, therefore full support for qualifications is offered as is a genuine development plan to progress to become a highly competent Paraplanner. A generous salary alongside excellent company benefits are all available with this stand out role. Interviews are looking to be held as soon as possible, please apply for an immediate response.