Financial Services Adminstrator/Paraplanner

Parc Ellis
£20k - 30k per year
12 Oct 2016
28 Oct 2016
Contract Type
Our client a busy Wealth Management/Financial Advisory firm based in Worthing seeks a financial administrator/paraplanner with experience working within the financial advisory sector.Role Answering queries from clients in a precise and polite manner. 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. To assist with other office duties when required. Administer Group Risk and Pension schemes. RequirementsEssential Experience within the financial advisory sector. 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 hoping to hear from people that have worked within a Financial Advisory firm before and therefore have technical knowledge of life, pensions and investments and the associated administration formats.Hours37.5 hours (Monday to Friday)SalaryNegotiable dependent on experience.