Financial administrator / paraplanner

Integrity Resource Solutions
09 May 2017
07 Jun 2017
Contract Type
Full Time

A busy Wealth Management/Financial Advisory firm based in Worthing seeks an experienced financial administrator/paraplanner who has previously worked within a financial advisory firm.

The role :

Undertaking product and fund research utilising software such as:

  • Select-a-pension and Morningstar OBSR.
  • Producing client proposals and suitability letters.
  • To ensure records are maintained and accurate.
  • To ensure new business is seen through to completion and is in line with standardised administrative and compliance procedures.
  • Answering queries from clients in a precise and polite manner.
  • To assist with other office duties when required.
  • Administer Group Risk and Pension schemes. Essential requirements

Experience required:

  • Experience of working in a financial advisory firm.
  • Excellent organisational and communication skills.
  • Ability to manage and prioritise a variety of work tasks.
  • Comfortable working in a small team environment.
  • Thorough knowledge of the Microsoft Office package.
  • Being part or fully level 4 qualified would be an advantage but is not essential.

Salary is negotiable from £25,000 to £35,000 depending on experience and qualifications.