Junior Paraplanner / Senior administrator
To provide technical administration support and research/prepare personalised Advice for our Financial Planners who provide holistic financial planning to a bank of both existing clients and potential new clients who pay regular fees to receive a designated level of service
Research and preparation of personalised Advice Letters & Reports.
- Working together with the Financial Planners, Client Support Manager, Client Support and Administrators to ensure a smooth workflow for your team.
- Ensuring client service agreement requirements are met and procedures adhered to.
- Maintaining and updating our database.
- Preparing meeting packs.
Dealing with technical aspects of client queries and helping / assisting the administrators
Knowledge of Financial Services Industry and products. Ideally working towards the Diploma or have some qualifications that are industry relevant.
Please call 02392 455422 for more details
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.