Financial Services Administrator

Posted 24 February by Aston Charles Ltd Easy Apply

Due to strong organic growth, our client, a highly reputable Advisory business, is looking to further enhance its Support Team with the appointment of an experienced Administrator/ Paraplanner.

Based in East Yorkshire, it has established a strong presence and enviable reputation in the local market. It is enjoying a period of sustained growth and success, which has ultimately resulted in higher volumes of clients, and therefore increased administrative responsibilities. Consequently, an Administrator with excellent working knowledge of pensions and investments is urgently required.

You will work closely with a Consultant and a Technical Paraplanner, operating as a team throughout the advice process, ensuring a first class client service is delivered. More specifically, your duties will include:

  • Support and assistance for Consultants for all financial planning work.
  • Obtaining valuations and preparing new business reports.
  • Processing new business and producing client packs.
  • Assisting in the research for the firm and analysing data.
  • Developing technical knowledge on pensions and investments and keeping up to date with changes.

It is essential that you have experience within a similar position and are familiar with the advice process, given that you will be an integral part of the team, you must be able to hit the ground running. Good working knowledge of the advice process/ products is prerequisite, as is an understanding of the wider market. Whilst not essential, it is preferred that you hold industry qualifications.

In return, you will receive a competitive basic salary, as well as enjoying an attractive flexible benefits package including Life Assurance, PHI and, in time, pension contributions. You are also given the option to buy and sell holiday entitlement.

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Financial Services and General Insurance Recruitment

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Reference: 34405089

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