Job Title: Paraplanner / AdministratorSalary: Up to £35,000 per annumLocation: Leicester, UK
Benefits:
* 5% Pension Contribution
* 3 Times Death in Service
* Private Medical Health Care
The role is office-based.
We are representing a rapidly growing financial services firms, specialising in financial planning, investment management, and stockbroking. They operate their own global platform, offering unique opportunities for career growth and development.
Job Description: We are seeking a skilled and motivated Paraplanner / Administrator to join the team. This role offers the opportunity to support two financial advisers, as well as providing paraplanning support for direct investment clients. Additionally, you will play a key role in developing and supporting a financial administrator within the business.
Key Responsibilities:
* Provide paraplanning support for two financial advisers
* Offer paraplanning support for direct investment clients
* Establish a centralised client onboarding process, including conducting Customer Due Diligence (CDD) and Know Your Customer (KYC) procedures
Requirements:
1. Previous experience in a similar role within the financial services industry.
2. Strong organisational and time management skills.
3. Excellent attention to detail.
4. ...