Administrator / Paraplanner (Financial Services)

Administrator and Paraplanner (Financial Services)
Tetbury, GL8
£18k - £28k D.O.E

Our client is currently recruiting for an experienced Financial Administrator to join their well established wealth management company based in Tetbury, GL8.

If you are an enthusiastic, experienced team player who is eager to contribute and has a desire to succeed, then read on!

Position summary
Supporting the firm’s Financial Advisor, as Administrator, you will be responsible for administrative duties in regards to Pensions, Investments and Protections.

This will include:

• Corresponding with policy providers on behalf of the client
• Corresponding and liaising with new and existing clients
• Submitting any new business on behalf of the client
• Processing valuations
• Developing new processes through a continuous improvement mindset
• Assisting the Financial Advisor with file preparation and analysis.
• Coordination of company compliance, keeping up-to-date records.

Who are we looking for?
The successful candidate will be an experienced Administrator / Paraplanner with significant knowledge of financial services. Additionally you will have:

• Proven experience within Financial Services, ideally in a similar role
• Experience within a Paraplanner role is an advantage
• An IFA qualification / experience working for a provider is an advantage, but not essential
• Experience with relevant finance IT platforms & Microsoft office



How to apply
If you wish to be considered for this Administrator / Paraplanner role click ‘apply’. You will receive an email shortly after your application - you will need to read this to complete your application.