Eventus Recruitment are seeking a Junior Paraplanning Administrator to join a well established Financial Planning / IFA business based in Knutsford, Cheshire. This is a great entry level opportunity, for a college or university leaver, who wants to pursue a career within the Financial Planning sector and join a thriving well respected company. You will benefit from 25 days holiday plus bank holidays, hybrid and flexible working options, and a good pension plan.
Role Responsibilities
The incoming Junior Paraplanning Administrator will be able to conduct themselves professionally and ideally possess previous administrative / office experience. They should have good GCSE / A-Level results or a degree. In addition, you should have a keen desire to work and develop in the Financial Planning sector and have ambitions to work in this sector. Responsibilities include:
* Ensuring all client work is compliant and supported with relevant paperwork.
* Researching on behalf of the financial planners
* Dealing with ceding schemes
* Letter writing
* Ensuring all client queries are appropriately investigated and accurate responses given.
* Providing support with preparation of new business reports and review letters.
Person Specification
The successful Junior Paraplanning Administrator will have:
* Excellent administrative skills
* Ability to pickup new IT systems quickly
* Desire to work within an IFA / Financial Planning environment
* Ability to work well ...