Employer: Reed
Salary: £30,000 – £36,000 per annum
Date Added: 17/12/2023
I am currently supporting a Financial Services business in Milton Keynes area with skill in PARAPLANNING AND ADMINISTRATION. If you have skills linked to both skills do only apply for the role. The role itself will be working within a family run business, with a close-knit team who focus on their clients and making their money work for them. Day-to-day duties including gathering data, processing new business, issuing letters of authority, client file preparation and provider liaison
IN this Business, for a paraplanner, this will be report writing, admin, researching nothing too technical and quite simple financial administration and a maximum salary of 36k.
• Preparing illustrations and reports for client meetings
• Managing cases to completion and working with internal processing systems
• Ensuring that the business obtained is being processed compliantly and to deadlines
• Processing new business
• Providing support to the advisers and other junior admin/paraplanners
• Providing admin support to a pension transfer specialist on Defined Benefit cases
• Develop product, technical and regulatory knowledge to keep up to date with latest financial regulation
The Person:
• This role would suit a competent, confident, IT proficient and professional Paraplanner who enjoys using their initiative and has a ‘can do’ working style
• You will have significant industry experience in the technical aspects and administration of IHT and/or Pension and/or Investment products
• You are highly organised and have excellent communication skills
• You enjoy delivering excellent client service
Required experience:
• Strong work ethic with an attitude to succeed
• Enjoys being part of a team
• Multiple years’ experience
• Key understanding with the full range of financial products
• Approachable, professional, and ambitious
• Proficient in systems such as Microsoft 365 and Intelligent Office
• Diploma for financial advice qualification would be beneficial
As outlined, if you have done paraplanning mixed with financial administration please apply.
Application Deadline: 24/01/2024
Contract Type: Permanent
Submitted Applications: 1