Technical Administrator / Report Writer
A South Cheshire based Wealth Management Company offering a full range of financial services to its private and corporate clients, are currently looking to recruit a technical and experienced individual to join their small team. Within this role you will be expected to provide a professional and comprehensive technical support service by way or creating accurate suitability reports.
Candidates will have proven experience working within Financial Planning and you will have previous been responsible for carrying out product research and preparing suitability reports. Candidates who have been in a hybrid role consisting of technical administrative support / Trainee Paraplanner with the desire to move in to a full time Paraplanning role will be ideal. It is essential that candidates applying have solid knowledge of Pensions & Investment products.
Attention to detail is a pre-requisite for this role, as is the ability to prioritise and to self-manage workloads effectively. My Client is looking for a high standard of competence and knowledge of CRM systems and client reporting. Candidates ideally should have achieved or be working towards Certificate in Financial Planning (or equivalent - IFS).
In addition to a generous basic salary (negotiable) there is an annual discretionary bonus linked to the performance of the individual. There is much scope for progression which would reward a candidate looking to develop their financial services career. Flexible working hours are on offer for the right candidate, along with the option of working from home one or two days per week!