Financial Services Administrator/Trainee Paraplanner

My client is a boutique advice practice based in southeast rural Norfolk.

My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers.

Key duties
• Liaising with advisers and colleagues in all aspects of the business process
• Speaking with insurance companies and investment companies to obtain specific information
• Preparation of investment reports and review packs for existing clients
• Preparation of new business packs for prospective clients of the firm
• Use of back office system to construct data records and obtain information for existing clients
• Assisting the advisers to ensure business is processed efficiently and accurately
• Complying with FCA rules and internal compliance procedures

Key personal skills required for this role are:
• Honesty
• Integrity
• Reliability
• Ability to work well under pressure
• Good knowledge and experience of using Microsoft office and Excel
• Mathematics and English qualifications (grade C and above)
• A good telephone manner
• Experience within financial services, ideally within an insurance company or financial advisory business

Benefits:
25 days holiday
Free Parking
Home working one day per week (hybrid)
Annual bonus (ad hoc)
Finance and support financial qualifications
Personal development is encouraged and my client has a track record of developing administrators to advice level, if of course you wish to progress, there is no pressure to.

Experience:
• Financial services: 1 year (required)