A rare opportunity exists for an experienced Financial Services Administrator to join one of the most exciting and ambitious national financial advisory firms as a Junior Paraplanner at their office in Kingsbridge.
Applications are welcomed from administrators, case managers and junior paraplanners currently working within financial services, who are looking for an exciting career move, mature working environment and the opportunity to develop a rewarding career, to DipFS status.
Job Skills
· Strong previous administration background
· Excellent organisational skills
· Able to self-manage their day
· Self-starter
· Works well to deadlines
· Ability to track work and provide chasers to ensure work is completed efficiently in a timely manner
· Telephone skills, both incoming and outgoing
· Works well under pressure and able to reorganise their day to meet urgent requests from the team
· Works well in a team as well as on their own
· Takes initiative when completing tasks
· Willing to learn new skills and develop more complex financial administration skills over a 12-18 month period
· Report writing and research
Tasks
· Issuing reports and letters, completed by the team to clients.
· Completing application forms on behalf of clients.
· Issuing forms to clients and sending completed forms to providers.
· Actioni...