Financial Administrator / trainee Paraplanner

Reed Insurance
14 May 2017
13 Jun 2017
Contract Type
Full Time
I am working with a fantastic IFA practice that is situated in the Redhill/ Reigate area of Surrey.  We have been working with this client for many years and they have super reputation in the area. Our client  has a rare opportunity for a Financial Administrator to join the business and have the opportunity to progress into a Paraplanner.  This client has a super development plan for all of the staff that wish to progress into Paraplanning as they prefer to train all Paraplanners in house.  This client will welcome candidates that have had some exposure to paraplanning regardless of how little. 

The role is a traditional Financial Admin role carrying out all day to day cradle to grave admin tasks to support the paraplanners and advisers.
Ideally you will have exposure to working on uploading new business applications, obtaining quotations, Valuations, sending out client letters, booking in clients reviews. Liaising with Pension and Investment companies chasing out standing paper work.
Assisting the Adviser in meeting preparation for clients.  

For this role you will need to have relevant Financial services exposure and this could by working in a like for like role or have worked with the following products
We would welcome anyone who as worked in a similar and may have already obtained financial exams.

Also we would like to speak to the candidates that want to progress within financial services.
email me your cv for a job description 

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