Paraplanner

Paraplanner
40,000 - 45,000 + 33 Days Holiday + Stable Company +Local Parking
Teddington
Are you a Financial Services Administrator with reporting writing and trading skills looking to step up into a paraplanner role in a tight knit IFA, which will offer you a stable and permanent role?
On offer is the opportunity to join a client focussed financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are going through a period of organic growth and are looking for a Financial Administrator to bolster their team.
Your role will involve supporting the advisers with their admin requirements. You will build relationships with stakeholders, complete suitability reports, make trades and complete all ad hoc admin.
This role would suit an IFA Administrator looking to take the next steps into a Paraplanner role for a tight knit firm who are focused on giving the best service possible to their clients and looking after their staff.
The Role
Serving as a point of contact for Clients
Producing Suitability reports
Making trades
9:00-5:30 Monday-Friday 1 hour for lunch
The Person
Financial Services Admin experience
The ability to make trades and write suitability reports
Looking for a Paraplanner role
Reference Number:
Key words: Admin, finance, consultant, clients, planning.
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
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