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We're looking for candidates to supplement our Paraplanning Team, who undertake a vital role in ensuring the smooth and efficient day-to-day running of our company and supporting our Financial Advisers.
You will be the first point of our contact for both new and existing clients, so we're looking for candidates with professional and friendly mannerisms, that can provide a top level service to our client base.
There are opportunities for progression throughout the Paraplanning Team and in to other areas of the business, as experience and qualifications are gained. We support and pay for relevant professional qualifications, as well as award pay rises for exam passes.
The Role
Your role will be varied, stimulating and pivotal to the delivery of the very best service to our clients. You will:
* Assisting in all aspects of financial planning.
* Production of reports and supporting documents.
* Analysing product documentation and researching suitable options.
* Dealing with clients on the phone and face-to-face in adviser meetings.
* Updating client database and back-office systems.
* Preparing and maintaining client files and filing systems.
About You
In order to be fully suitable for this role, you will need:
* Completion of a degree course in a relevant subject such as Accountancy/Finance.
* To be IT literate and familiar with Microsoft Applications such as Word and Excel. You’ll need to be able to use the software and any other online systems intuitively.
Your Rewards
We’re passionate about giving as much back to our team as possible, whether that’s in terms of development or remuneration. As a member of our team, you will be rewarded with:
* 31 days holiday per year (including public holidays).
* 9 day fortnight working structure - every other Friday off without a requirement to work any additional hours.
* A workplace pension with 5% employer contribution.
* Qualification support - Niche will pay for the initial exam sittings, study material and training support.
Salary Range
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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