Administrator / Paraplanner

Hays; Sheffield; On-site; GBP 60,000 - 80,000; Full time

Job summary

An excellent opportunity has arisen within a reputable firm of IFAs for an experienced client support administrator/paraplanner. This varied role involves providing comprehensive administration support across financial planning, including pensions, investments, and protection. The ideal candidate will have a strong background in financial services, excellent communication skills, and a proactive attitude. Join a growing company that values your contributions and offers support for further qualifications. Embrace new challenges in a dynamic environment where your skills will be recognized and rewarded.

Benefits

Competitive Salary

Benefits Package

Support for Further Qualifications

Promotion from Within

Qualifications

• Proven experience in financial services as a client support administrator or paraplanner.
• Good knowledge of financial services products and systems.

Responsibilities

• Provide administration support across financial planning including pensions and investments.
• Assist advisers with client reviews and prepare meeting packs.

Skills

Client Support Administration

Financial Services Knowledge

Communication Skills

Interpersonal Skills

Research Skills

Education

Relevant Financial Services Qualifications

Job description

Your new company
Due to continued growth, an excellent opportunity has arisen within a highly reputable, well established firm of IFAs for an experienced client support administrator / paraplanner.

Your new role
A very varied role working as part of a busy team providing administration support across the full range of financial planning including pensions, investments, IHT planning, protection including assisting advisers with client reviews, post-review advice letters, preparing meeting packs, conducting research, report writing.

What you'll need to succeed
Proven experience of working in financial services as a client support administrator or paraplanner, good knowledge and understanding of financial services products and systems, excellent communication and interpersonal skills. The role will suit someone who enjoys new challenges with a "can do" attitude who is looking to utilise their skills, develop experience and be recognised and rewarded for your contribution.

What you'll get in return
In addition to a competitive salary and benefits package (including support to attain further qualifications if desired), this is an excellent opportunity to join a growing company which has a policy of promoting from within.

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.