Paraplanner & Financial Services Admin — Kendal Office

Lamont Pridmore; Kendal; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Cycle to Work scheme

Auto-enrolment pension

Paid overtime or Time Off in Lieu

Additional annual leave

Job summary

Lamont Pridmore Asset & Wealth Management in Kendal invites a Paraplanner/Administrator to join our established team. You will support Financial Planners with research, recommendation reports, and client documentation, while handling new business and client servicing tasks.

Ideal candidates bring paraplanning experience or strong financial services administration knowledge, with a focus on investments, pensions and protection. On-site at Kendal, full- or part-time options available.

Qualifications

• At least 2 years in financial services, ideally in planning or wealth management.
• Knowledge of investments, pensions and protection products.
• Experience handling client records and financial documentation.
• Proficient with Excel, Word and Outlook.
• Strong attention to detail and accuracy.
• Ability to work independently and as part of a team.

Responsibilities

• Client administration and servicing (enquiries, files, meetings).
• Maintain electronic client files and confidential data.
• Coordinate client meetings and update records.
• Process withdrawals and fund switches.
• Prepare illustrations and new business applications.
• Support planners with research and reports.

Skills

Paraplanning

Financial services

Attention to detail

Time management

Communication

Education

Level 4 Diploma

Tools

Excel

Word

Outlook

Job description

Lamont Pridmore Asset & Wealth Management in Kendal invites a Paraplanner/Administrator to join our established team. You will support Financial Planners with research, recommendation reports, and client documentation, while handling new business and client servicing tasks.

Ideal candidates bring paraplanning experience or strong financial services administration knowledge, with a focus on investments, pensions and protection. On-site at Kendal, full- or part-time options available.