Junior Paraplanning Administrator

Eventus Recruitment are seeking a Junior Paraplanning Administrator to join a well established Financial Planning / IFA business based in Knutsford, Cheshire. This is a great entry level opportunity, for a college or university leaver, who wants to pursue a career within the Financial Planning sector and join a thriving well respected company. You will benefit from 25 days holiday plus bank holidays, hybrid and flexible working options, and a good pension plan.

Role Responsibilities

The incoming Junior Paraplanning Administrator will be able to conduct themselves professionally and ideally possess previous administrative / office experience. They should have good GCSE / A-Level results or a degree. In addition, you should have a keen desire to work and develop in the Financial Planning sector and have ambitions to work in this sector. Responsibilities include:

• Ensuring all client work is compliant and supported with relevant paperwork.
• Researching on behalf of the financial planners
• Dealing with ceding schemes
• Letter writing
• Ensuring all client queries are appropriately investigated and accurate responses given.
• Providing support with preparation of new business reports and review letters.

Person Specification

The successful Junior Paraplanning Administrator will have:

• Excellent administrative skills
• Ability to pickup new IT systems quickly
• Desire to work within an IFA / Financial Planning environment
• Ability to work well within a team
• Great attention to detail and accuracy
• Proactive approach to their work

Benefits and Rewards

The incoming Junior Paraplanning Administrator will benefit from working within a supportive and approachable team. You will be awarded with the following employee benefits:

• 25 days holiday plus bank holidays.
• Flexible working options.
• Hybrid working model.
• Bonus scheme.

About the Company

A well-established Financial Planning Firm in Knutsford, Cheshire, specialising in retirement planning work and personal investments. They show a keen interest in their employees’ careers and will offer development opportunities to help you progress in the Financial Planning sector.

Next Steps

Apply now if your skills and experience align with this Junior Paraplanning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at Eventus Recruitment Group for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website