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Paraplanner Senior Administrator Hybrid

Cameron James
Posted 17 days ago, valid for 7 days
Location

Chorley, Lancashire PR7 5QS, England

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Our client, a Chartered Financial Adviser firm in Chorley, is seeking an experienced Paraplanner or Senior Administrator.
  • The role involves collaborating with financial advisers to determine suitable solutions for clients and compiling comprehensive reports.
  • Candidates should possess good IT skills, preferably with experience in the Intelliflo back-office system and Wrap platforms.
  • The salary for this position is flexible and dependent on the candidate's experience, with a preference for those who are Diploma qualified.
  • The firm offers flexible working hours and the option to work from home for two days a week.

Our client is an established, Chartered, Financial Adviser firm based in Chorley who require an experienced Paraplanner or Senior Administrator to join a team of Paraplanners and Financial Advisers.

The Paraplanner will work alongside the advisers to discuss the different solutions suitable for the client before implementation. They will compile and recommend comprehensive reports to meet a clients’ overall objectives.

Key Skills required:

Good IT skills, preferably with experience of the back-office system, Intelliflo

Knowledge of using Wrap platforms

Good level of literacy and numeracy skills

Ability to produce cash flow analysis reports

Salary is flexible dependent on experience.

Ideally Diploma qualified.

Flexible start and finish time and 2 days working from home if required.

Please apply on-line or contact Cameron James for full information

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.