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Job Details
Client: [Client information not provided]
Location: [Location not specified]
Job Category: Finance
EU work permit required: Yes
Job Reference: 9301d86b1bcc
Job Views: 13
Posted: 28.04.2025
Expiry Date: 12.06.2025
Job Description
Our client is seeking a Financial Administrator to assist paraplanners in their busy practice. Your responsibilities will include:
* Maintaining close contact between clients and colleagues
* Retrieving and managing information about individual clients
* Documenting all communications with colleagues, clients, and third parties
* Collaborating with financial advisers to gather information for financial reports
* Assessing client objectives to recommend suitable solutions
* Creating and presenting suitability letters aligned with company policies and regulations
* Supporting financial advisers with additional tasks such as process, tax, and other relevant information gathering
* Ensuring compliance with the Financial Conduct Authority regulations
* Staying updated on developments in the finance industry to better serve clients
This role offers an excellent opportunity to join a growing, established practice. It is an office-based position with potential training and progression to become a qualified paraplanner in the future.
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