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.