Job Reference: BBBH5840
Job Duration:
Start date: ASAP
Description:
TRAINEE PARAPLANNER / ADMINISTRATOR
BURY
UP TO £19,000 + FREE PARKING + PROGRESSION + LUCRATIVE BENEFITS
THE OPPORTUNITY:
I am currently recruiting exclusively on behalf of my client based in Bury for a Trainee Paraplanner to join them on a full time, permanent basis. This is the perfect role for someone has strong administrative skills and is looking to become a Paraplanner. This is an exciting opportunity to join a growing firm with excellent prospects to progress and develop your career.
You will be working closely with advisers assisting with the compilation of client reports and obtaining information required as part of a Paraplanning function.
RESPONSIBILITIES:
* Diary management for all advisers
* Administrative tasks such as letter writing
* Filing andphotocopying
* Answering the telephone
* Responsible for the email inbox and allocate to the right person
* Taking on client caseloads and providing reporting ahead of meetings
* Carrying out appropriate research and helping prepare client recommendations
* Obtaining investment, asset allocation and fund information as part of portfolio reviews
* Ensuring all standardsof compliance and corporate processes are met across the business in all duties performed
* Keeping up to date with FCA updates and changes to legislation
* Carry out additional ad-hoc projects to assist with other areas of the department as and whenrequired
THE PERSON:
* Willing to work towards a Level 4 Diploma in Financial Planning
* Minimum 12 months administration experience
* Experience within a Financial Services environment would be an advantage
* Strong analytical skills
* Excellent organisational skills
* Able to work under pressure and to strict deadlines whilst keeping a high standard of accuracy* Strong IT skills including Word, Excel and Outlook
BENEFITS:
* £18,000 - £19,000 Per Annum depending on experience
*Free parking
* Career progression opportunities
TO APPLY:
To apply please send your CV for immediate consideration
Get Recruited is acting as an Employment Agency in relation to this vacancy.
Industry: Admin and Secretarial
Salary: £18000.00 - £19000.00 per annum + FREE PARKING + PROGRESSION
Salary Benefits: FREE PARKING + PROGRESSION
Vacancy Type: Permanent
Job Skills: admin, administrator, process orders, data entry, excel, powerpoint, admin support, administrative support, paraplanning, paraplanner, trainee paraplanner, financial services
Contact Name: Ruby Melling
Website: -
Direct Application URL: -