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Administrator Paraplanner - Colchester

Administrator Paraplanner - Colchester

Posted 20 July by GCB Recruitment
Easy Apply Ended

| Administrator Paraplanner | Colchester | £25,000 - £30,000 |

The client is a well-established and trusted name in Financial Services across the region. They have a wealth of clients seeking financial planning advice across East Anglia and are seeking an Administrator Paraplanner to join their busy Colchester team.

Responsibilities:

  • maintenance of client and portfolio records;
  • preparation of client files for annual or half yearly reviews;
  • process client new business and general client administration as required;
  • produce financial product and investment product recommendation reports;
  • undertake product and provider research including selecting funds from the Tenet Research panel;
  • preparing necessary paperwork and application forms for client meetings;
  • communicate with product providers on case progress, compliance issues and record keeping. Also deal with provider errors and mistakes and rectify these.

Requirements:

  • Will need to be able to make an immediate contribution in supporting the Consultants in achieving objectives and delivering a high-quality service to clients.
  • will also hold the Certificate in Financial Planning (or equivalent) and will ideally be working towards the Diploma in Financial Planning qualification.
  • Good communication skills, experience with Time4Advice Curo software, Microsoft Office, Selectapension, Tenet Research, FE Analytics and other technical software packages preferable.
  • The ideal Candidate will have relevant Paraplanning experience in Financial Services.

Salary: £25,000 - £30,000 per annum

Working hours: 37.5 per week, Monday to Friday

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

GCB Agency Recruitment is a specialised Property and Financial Services recruitment company dealing with all property related recruitment across the UK.

We currently offer a wide variety of Property and Financial Services vacancies all across the UK and incorporate overseas locations.

For all your Property and Financial Services needs contact GCB Agency Recruitment.

Required skills

  • Admin
  • Finance
  • Financial Services
  • Paraplanning

Reference: 35344796

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