Paraplanner in Cambridge

Paraplanner/Senior Administrator

Permanent

Full Time

£35,000 – £40,000 + bonus (depending on experience/qualifications)

Inverness (hybrid working available)

Summary

We are looking for an experienced Paraplanner/Senior Administrator to join our Inverness based client. This is an excellent career opportunity within a highly supportive environment with encouragement towards further professional development and qualifications.

Person Specification

• Experience of working in an IFA office is preferred although experience of the wider financial service sector will also be considered.
• An understanding of the regulatory framework governing the financial service sector in the UK.
• Ability to work with accuracy and attention to detail.
• Strong communication and interpersonal skills with the ability to liaise with a range of clients and colleagues.
• Excellent administrative and IT skills.

Duties include

• Assist in the preparation of annual reviews for new and existing clients.
• Product and fund research.
• Production of recommendations and suitability letters.
• Completion of investment and pension forms and trades.
• Dealing with client enquiries.
• Provision of extensive administrative support.
• Comprehensive benefits package including pension, death in service cover and free parking at office.