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Job Location | Grimsby |
Education | Not Mentioned |
Salary | £25,000 - £30,000 per annum, inc benefits |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
A highly respected and successful Regional Independent Financial Planning Firm requires a self-motivated, commercially minded Financial Services Administrator or Paraplanner with a can-do attitude.Working as part of an administrative team you will play an active role in supporting both the paraplanners and financial advisers. With excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business, being someone who is driven and highly organised with a good attention to detail. You will assist in the processing of new business, writing reports, the servicing of existing clients, adhering to strict FCA regulations and internal policy and procedure.General Responsibilities
Keyskills :
Paraplanning Rept Writing Client Administration Administrat Paraplanner