Location
Leicester
Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref84812
Recruiter Managing This Role
Job Title: Paraplanner / Administrator
Salary: Up to £35,000 per annum
Location: Leicester, UK
Benefits:
1. 5% Pension Contribution
2. 3 Times Death in Service
3. 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:
4. Provide paraplanning support for two financial advisers
5. Offer paraplanning support for direct investment clients
6. Establish a centralised client onboarding process, including conducting Customer Due Diligence (CDD) and Know Your Customer (KYC) procedures
Requirements:
7. Previous experience in a similar role within the financial services industry.
8. Strong organisational and time management skills.
9. Excellent attention to detail.
10. Ability to work independently and as part of a team.
11. Knowledge of financial planning and investment management principles.