Experienced Financial Administrator/Paraplanner-Worthing

Recruiter
Parc Ellis
Location
Worthing
Salary
25000.0000
Posted
09 May 2017
Closes
08 Jun 2017
Contract Type
Permanent
Hours
Full Time

Our client 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.

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.

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.

We are looking to hear from people with financial administration/ paraplanning experience and who therefore have a technical knowledge of life, pensions and investments and the associated administration formats.

Hours

37.5 hours (Monday to Friday)

Salary

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