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Administrator - Financial Services / Junior Paraplanner

  • £23-25,000
  • Redhill, Surrey
  • Recruitment Solutions South East Ltd
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Fantastic opportunity for someone to take the next step in their financial services career!

Join a thriving team within a prestigious, multi award-winning financial services company; who go over and above industry standard to deliver elite level service to their clients. Progression-orientated approach, with a focus on developing their advisers and administrative staff to become experts across the market.

In this role, you will work closely with a growing team of advisers; providing a full-cycle paraplanning / administrative service alongside 2x others.

Day to day, this involves…

speaking with clients by video, email and telephone including onboarding new clients;

putting together bespoke information packs;

assisting with fact-finds, drafting suitability letters and create action requests on the system;

undertaking regular product research and analysis;

progress applications, and keep all CRM system information/documents uploaded and updated.

Salary £23-25,000 + company annual bonus + phone and laptop

+ training and full support toward industry qualifications

Monday - Friday 9-5 with flexibility to work from home

In order to be successful in this role; you must have some level of financial services admin/ paraplanning experience, and be keen to challenge yourself by taking on a busy, varied role in a growing team.

You should be a people person, who thrives on service delivery; and is capable of effectively researching and analysing individual requests.

This could be the perfect opportunity take the next step in your career - apply now and be considered! Contact Miles Dutton with any questions and queries or apply now for consideration in confidence.

  • Advertiser: Agency
  • Posted on: 19/09/2021 11:02
  • Reference: Md