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Paraplanner Support Administrator

Aspire Executive Search
Job LocationNorthumberland
EducationNot Mentioned
Salary£22,000 - £26,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Paraplanner Support Administrator Northumberland, £22,000 - £26,000 dependent upon experience (An element of Home Working and Flexible working hours available)

  • Are you interested in working on behalf of a friendly and nurturing firm of Financial Advisers who are thriving in the current market
  • Would you like flexible working hours and full study support for Financial Services examinations
  • Are you looking for a career with a company who put their staff first and have all of the necessary safety measures in place
    • If you are currently working within the Financial Services industry and looking for these things then this could definitely be the opportunity for you!On a daily basis you will:
  • Provide support to Financial Advisers with all their support administration requirements
  • Deal with valuations, letters of authority and applications
  • Undertake suitability reports using a template
  • Deal with illustrations
  • Other administrative duties as required
    • In order to apply you will need to have:
  • A minimum of 1 years experience working as a Support Administrator / Paraplanner within an IFA practice or Investment house
  • The ability to understand and know your way around a basic suitability report template
  • A proven track record of using back office systems like Adviser office or Intelligent Office or Iress
  • A conscientious, professional and friendly individual
  • Achievement of or working towards RO examinations would also be good
    • In return you will receive:
  • Full exam support and study time.
  • A Salary range of circa £22,000 - £26,000 dependent upon level of experience as well as an excellent benefits package
  • Working for a friendly and nurturing firm who have thrived during the pandemic
    • In order to apply please apply direct or call for a confidential chat. We are only able to consider you if you are from a Financial services background and meet the above criteria.

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