Financial Services Administrator / Paraplanner

Posted 1 week ago by Hays Specialist Recruitment Limited
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Financial Services Administrator / Paraplanner : West Yorkshire: to c£27k basic

Your new company
Due to internal promotion, a new opportunity has arisen within a well established firm of IFAs for a technical administrator / paraplanner.

Your new role
Providing administration and paraplanning support to financial advisers covering the full range of financial planning. Key responsibilities include new business processing, fund research, preparing suitability reports, dealing with client enquiries.

What you'll need to succeed
Proven experience of providing administration and technical support to IFAs, good knowledge of investments and pensions. Level 4 diploma or progress towards desirable.

What you'll get in return
Highly competitive basic salary, company pension, 25 days holiday plus bank holidays plus support to attain further professional qualifications if desired. Bonus is paid twice yearly to recognise personal contribution and share in the company's success.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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Required skills

  • Financial Services Support
  • Paraplanner
  • Financial Services Administrator
  • Trainee Paraplanner
  • Client Support
  • Technical Administrator

Reference: 38900971

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