About the opportunity:
We are working as an internal recruitment partner for an established and reputable firm within the financial services sector.
We are presenting an exciting opportunity for a meticulous Financial Administrator/Trainee Paraplanner to join the friendly and supportive team based in Peterborough.
As the Trainee Paraplanner/Financial Planning Administrator, you will work closely with the Financial Planners and Advisors to provide administrative support. You will assist with the preparation of client documentation to ensure a smooth delivery of excellent client service.
You will take responsibility in creating and maintaining client files and records, ensuring all data gathered is kept up to date and accurately logged on the company's central computer systems whilst ensuring full compliance.
You will use initiative and work within specified timelines, have excellent organisational and communication skills, and the ability to liaise with high-net-worth individuals.
This is a fantastic opportunity for someone looking to develop their skills and knowledge within Financial Services and be part of a supportive team with excellent progression opportunities.
Requirements
1. Previous experience within the Financial Services sector, preferably within an Independent Financial Advisory enviroment.
2. Completed R0 exams would be desi...