Experienced Financial Administrator/Para-planner

Recruiter
Integrity Resource Solutions
Location
Worthing
Salary
25000.0000
Posted
09 May 2017
Closes
08 Jun 2017
Contract Type
Permanent
Hours
Full Time

Experienced Financial Administrator/Para-planner

My client a busy Wealth Management/Financial Advisory firm based in Worthing is looking for an experienced financial administrator/para-planner who has previously worked within a financial advisory organisation.

Role

  • Undertaking product and fund research utilising software such as; Select-a-pension and Morningstar OBSR
  • Producing client proposals and suitability letters
  • Ensuring records are maintained and accurate
  • Ensuring 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
  • Assist with other office duties when required
  • Administer Group Risk and Pension schemes.

Requirements

Essential

  • 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.

Hours

37.5 hours (Monday to Friday)

Salary

£25,000 - £35,000 (Negotiable dependent on experience).

I am looking to hear from people with financial administration/Para-planning experience and who therefore have a technical knowledge of life, pensions and investments and the associated administration formats.

Please forward a copy of your CV for immediate short-listing.