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Financial Administrator/Paraplanner

Branch:Maidenhead
Location:Worthing
Contract:Permanent
Salary:£25000 - £35000 Per Annum
Benefits:Standard UK Holiday
Start Date:asap
Job Ref: MAEL12889
Posted: 06/06/2017
Job Description

Brilliant opening for a Financial Administrator or Paraplanner!

This is a fantastic opportunity to join a busy Wealth Management/Financial Advisory Firm based in the Worthing Area. We are seeking an experienced Financial Administrator/Paraplanner who has experience of working within Investment/Pensions or Life cover sectors.


This is a Full Time Permanent Role .


This is a varied and pivotal role and will require the successful candidate to assist and commit to the following :

  • Undertaking product and fund research utilizing software such as; Select-a-pension and Morningstar OBSR.
  • Producing client proposals and suitability letters.
  • To ensure records are maintained and accurate.
  • To ensure new business is seen through to completion and is in line with standardised administrative and compliance procedures
  • Answering queries from clients in a precise and polite manner.
  • To assist with other office duties when required.
  • Administer Group Risk and Pension schemes.


To be considered for the role we require you to have :

  • Experience of working in a financial advisory firm.
  • Excellent organisational and communication skills.
  • Ability to manage and prioritise a variety of work tasks.
  • Comfortable working in a small team environment.
  • Thorough knowledge of the Microsoft Office package.


In Return we can offer you an attractive Salary .

Please Contact should you require further details!