Senior administrator/paraplanner

Vision Financial Advisers
Merthyr Tydfil, Mid Glamorgan
12 Jun 2017
12 Jul 2017
Contract Type
Full Time

We are seeking a new senior administrator/paraplanner to join our growing team at Vision Financial advisers based in Merthyr Tydfil

The successful candidate must have a full cleaning driving licence, and be a team player as the role is to assist financial advisers & mortgage advisers in the day to day running of our business.

Key Duties are as follows:

Answering the telephone, making appointments and taking messages

Creating and preparing client files and working to deadlines.

Emailing and scanning documents to providers and clients.

Day to Day running of our back office system

Conducting independent research for financial advisers

Assisting company director and compliance manager with working tasks

New business policy submission and tracker system

Candidates with experience in working within the financial industry would be beneficial although all training will be given.

This is a really exciting opportunity for an individual who is self driven and hard-working, who will gain knowledge and work closely with a group of financial professionals.