Financial Services Administrator / Paraplanner
Location - Horsley, Near Wylam (NE15) Hours - Full time, Hybrid working pattern if required
Salary - £28,000 - £32,000 depending on experience
Gardner Wealth Management, a St. James's Place Senior Partner Practice near Newcastle is looking to appoint an experienced Financial Services Administrator/Paraplanner to join our growing team.
Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
You will be providing technical expertise to support and assist in this process, your role will include collating client information, research and analysis, preparing suitability letters, illustrations and reports for client meetings, managing cases to completion, and working with internal processing systems.
The Role: Financial Services Administrator / Paraplanner
You will be a friendly, efficient, and professional point of contact for clients and third parties dealing with general enquiries
You will assist in producing compliant financial planning reports for our Financial Advisors/Partners to present to clients
You will be transacting client investments ensuring sup...