Financial Services Administrator/Paraplanner
- Recruiter
- Financial Personnel Solutions
- Location
- Stockport
- Posted
- 23 May 2018
- Closes
- 27 May 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
Our client is a busy wealth management practice based in near Stockport.
This is an exciting opportunity to join a growing firm with excellent prospects for the right individual to progress and develop their career with CII credentials.
The role is varied and demanding. Delivering superior client service is key and as such, applicants must understand that being client focused and having a strong attention to detail are essential skills to succeed.
You would work in a small team who support the Paraplanners and Advisers. Duties will include;
Providing positive and helpful contact for clients.
Preparing for reviews, maintaining client files and collating valuation reports.
Processing client applications within compliance guidelines.
Taking telephone enquiries.
Progress to creating draft Suitability letters
Preparing pre-meeting documentation for the Advisers - Processing new business applications
Liaising with and requesting information from providers - Communicating with clients
Skills
Ability to work under pressure in a fast paced dynamic environment
Successfully manage multiple tasks & priorities
Strong time management & demonstrate experience in meeting deadlines & targets
Proactive / self starter with positive can do attitude
Attention to detail & deliver high quality work
Excellent interpersonal & team work skills cultivating long term relationships at all levels of own & customer’s organisation
Financial Services background essential
Customer Service experience
A polite and friendly manner
Lots of initiative
The ability to think on your feet
Team player
Relevant CII qualifications are desirable
Benefits
A salary of £19-£23k depending on experience
A support package to help the right candidate work up to paraplanner qualifications and beyond
Flexible hours are available to ensure a good work life balance
Applicants must have experience of working in Financial Services with a good understanding of how the industry works and basic knowledge of investments and pensions. However additional training will be provided and the applicant will be encouraged to progress their financial career within the company, to paraplanner status and beyond – (part qualification of this would be a huge advantage).
Candidates applying must have at least two years experience working in a similar role for a firm of Wealth Managers or Independent Financial Advisers. This is a great opportunity to join a company who offer a vibrant and supportive working environment together with opportunities for progression
This is an exciting opportunity to join a growing firm with excellent prospects for the right individual to progress and develop their career with CII credentials.
The role is varied and demanding. Delivering superior client service is key and as such, applicants must understand that being client focused and having a strong attention to detail are essential skills to succeed.
You would work in a small team who support the Paraplanners and Advisers. Duties will include;
Providing positive and helpful contact for clients.
Preparing for reviews, maintaining client files and collating valuation reports.
Processing client applications within compliance guidelines.
Taking telephone enquiries.
Progress to creating draft Suitability letters
Preparing pre-meeting documentation for the Advisers - Processing new business applications
Liaising with and requesting information from providers - Communicating with clients
Skills
Ability to work under pressure in a fast paced dynamic environment
Successfully manage multiple tasks & priorities
Strong time management & demonstrate experience in meeting deadlines & targets
Proactive / self starter with positive can do attitude
Attention to detail & deliver high quality work
Excellent interpersonal & team work skills cultivating long term relationships at all levels of own & customer’s organisation
Financial Services background essential
Customer Service experience
A polite and friendly manner
Lots of initiative
The ability to think on your feet
Team player
Relevant CII qualifications are desirable
Benefits
A salary of £19-£23k depending on experience
A support package to help the right candidate work up to paraplanner qualifications and beyond
Flexible hours are available to ensure a good work life balance
Applicants must have experience of working in Financial Services with a good understanding of how the industry works and basic knowledge of investments and pensions. However additional training will be provided and the applicant will be encouraged to progress their financial career within the company, to paraplanner status and beyond – (part qualification of this would be a huge advantage).
Candidates applying must have at least two years experience working in a similar role for a firm of Wealth Managers or Independent Financial Advisers. This is a great opportunity to join a company who offer a vibrant and supportive working environment together with opportunities for progression