Paraplanner

Recruiter
Rutherford Briant
Location
Colchester, Essex
Salary
22000.0000
Posted
22 Jul 2017
Closes
21 Aug 2017
Contract Type
Permanent
Hours
Full Time

Rutherford Briant are recruiting for an Administrator Paraplanner in Colchester for a regional firm. The role will involve handling client administration, reviews and reporting to assist the Financial Advisors.

Responsibilities:

  • Maintaining client records, preparation of files for 6 month and annual reviews
  • Processing new business and general administration, product and provider research
  • Preparation for client meetings
  • Communicating with product suppliers on case progress, issues and record keeping; making sure all errors are identified and rectified
  • Supporting Financial Advisors and attending client meetings as required

Requirements:

  • A Certificate in Financial Planning or working towards the qualification with relevant job experience
  • Excellent understanding of MS Office, 1st Software, O&M, Sesame Research or any other similar software packages
  • Excellent organisation and planning skills with the ability to record time spent on client work
  • Strong communication and customer service skills along with a good understanding of maintaining commercial relationships with suppliers and clients