LOCATION: PRESTON / CHORLEY AREA
SALARY: Up to £24,000 + Exam Support + Benefits & Bonuses
Our Client and a professional boutique and super successful firm of Chartered Financial Planners who are a small but expanding business providing comprehensive Financial Advice to individual clients and businesses.
A super exciting opportunity is now available for an additional Trainee Paraplanner to join their vibrant team where you will work alongside a team of Administrators, Paraplanners & Financial Advisers. The successful candidate will have gained a few years' experience working in a similar role and will be fully experienced in the aspect of processing new business applications. You will also have obtained some of the industry related exams and be keen to further progress with qualifications.
Duties will be varied and include;
" Administration involved in all aspects of the advice process and the ongoing customer service
" To help to ensure Regulatory Compliance, and an efficient and professional service to Clients and prospect Clients
" Word processing, typing, letter writing, etc
" Dealing with telephone and email enquiries
" Creating and maintaining filing systems
" Organising Adviser meetings / Diary management
" Using a variety of software packages, such as Microsoft Word, Outlook, PowerPoint, Excel, Access, Finplan, Assureweb, O&M Systems etc
" Produce correspondence and documents and maintain presentations, records, spreadsheets and databases;
" Obtaining quotes for Life, Mortgage/Investment business
" Attending meetings and keeping notes
Our Client is an expanding practice and they will provide study support for those who are keen to progress with industry related exams in order to enhance product knowledge and skills. A passion for providing first class administration support and someone who takes pride in their work is required.
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