Our client, a well established financial planning company based in the Twyford area, is looking for a highly organised and proactive Paraplanning Administrator to join their friendly team. The salary for this position starts at £28,000 for a strong Administrator, rising to £35,000 or potentially more for someone with good financial services or paraplanning experience. Benefits include 22 days’ holiday, increasing annually to a maximum of 25 days, life insurance, company pension and onsite parking. The role will be fully office based for the first six months, with the option to work from home one day per week after this. This is a busy and varied position combining administration with paraplanning support. Previous experience within an IFA or financial planning environment would be a real advantage. However, our client will also consider an intelligent and capable Administrator who is keen to learn and develop a career within financial services. Key Responsibilities * Supporting the Paraplanner with the administration and tracking of paraplanning work * Gathering and maintaining client information and documentation * Contacting pension and investment providers to obtain information * Carrying out research to support client recommendations * Assisting with client reports and preparing documentation for Paraplanner review * Preparing and distributing annual review packs * Processing an...
Paraplanning Administrator in Wokingham employer: Platinum Resourcing
As a Housing Officer with our client, you will be part of a dedicated team that prioritises community engagement and support. The company fosters a collaborative work culture, offering opportunities for professional growth while ensuring a rewarding experience through meaningful interactions with residents. With competitive pay and the potential for flexible working arrangements, this role is ideal for those looking to make a positive impact in their community.
