Financial Services Administrator/Trainee Paraplanner

Service Service Employment Agency Limited; Norwich; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

Une agence de conseil recherchée basée à Norfolk recrute un administrateur de services financiers/para-planner stagiaire. Le rôle comprend la préparation de documents pour les clients et la coopération avec les conseillers. Avec 25 jours de congé, un jour de travail à distance par semaine et un bon soutien à la formation, c'est une chance de se développer dans le secteur des services financiers.

Benefits

25 jours de congé

Parking gratuit

Travail à domicile un jour par semaine

Prime annuelle (ad hoc)

Soutien à la qualification financière

Développement personnel encouragé

Qualifications

• Expérience dans les services financiers, idéalement dans une assurance ou une entreprise de conseil financier (1 an requis).
• Capacité à travailler efficacement sous pression.
• Expérience avec Microsoft Office et Excel.

Responsibilities

• Liaison avec les conseillers et collègues sur tous les aspects des processus métier.
• Préparation de rapports d'investissement et de packs pour les clients existants et potentiels.
• Conformité aux règles FCA et procédures internes.

Skills

Communication

Intégrité

Fiabilité

Gestion du stress

Connaissance de Microsoft Office

Education

Mathématiques et anglais (grade C et plus)

Job description

My client is a boutique advice practice based in southeast rural Norfolk.

My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers.

Key duties
• Liaising with advisers and colleagues in all aspects of the business process
• Speaking with insurance companies and investment companies to obtain specific information
• Preparation of investment reports and review packs for existing clients
• Preparation of new business packs for prospective clients of the firm
• Use of back office system to construct data records and obtain information for existing clients
• Assisting the advisers to ensure business is processed efficiently and accurately
• Complying with FCA rules and internal compliance procedures

Key personal skills required for this role are:
• Honesty
• Integrity
• Reliability
• Ability to work well under pressure
• Good knowledge and experience of using Microsoft office and Excel
• Mathematics and English qualifications (grade C and above)
• A good telephone manner
• Experience within financial services, ideally within an insurance company or financial advisory business

Benefits:
25 days holiday
Free Parking
Home working one day per week (hybrid)
Annual bonus (ad hoc)
Finance and support financial qualifications
Personal development is encouraged and my client has a track record of developing administrators to advice level, if of course you wish to progress, there is no pressure to.

Experience:
• Financial services: 1 year (required)