Wealth Planning Admin/ Trainee Paraplanner

Job Title: Wealth Planning Admin/ Trainee Paraplanner
Contract Type: Permanent
Location: Berkshire, England
Salary: Up to £25000.00 per annum
Start Date: ASAP
Reference: BBBH5891_1560873261
Contact Name: Financial Services
Contact Email:
Job Published: June 18, 2019 16:54

Job Description

Salary 23- 25K - Berkshire based

In this exciting company you will be part of a team within the financial planning process. You will be working in the Financial Planning admin and Paraplanning team.
Working as part of an administrative team you will play an active role in supporting both the para planners and financial advisers.

You will assist with New Business and looking after the current clients.
Typing fact finds
Composing of Letters of Authority
Scanning and printing of documentation. Working with the CRM system that is IO.
Liaise with providers and obtaining valuations
General admin support
Inbound and outbound post.

We're looking for someone with a year or more experience of financial planning administration, processing new business etc, some qualifications such as level 3 certificate in financial planning would be advantageous but not essential. Someone organised and someone who wants to develop into Para planning.
In terms of progression my client does offer the option to move to para planning within 18 months depending on demand and passing exams etc.
Please apply on the Dynamite recruitment website or call Chloe on 02392 455422

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.

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