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Paraplanner | Senior Administrator | Milton Keynes | c £30K - £50K Neg / DOE + qualifications
We are seeking an experienced Financial Services Senior Administrator / Paraplanner to join our client at their office in Milton Keynes.
The ideal applicant will have a strong understanding of financial services and a demonstrable background in the field.
You will be supporting the Financial Adviser to provide the best advice and service.
Duties include:
- Answering calls and directing as appropriate
- Obtain LOA's
- Assist in preparing financial reports
- Regular liaison with external stakeholders
- Illustrations
- Prepare and assist with reviews
- Other duties as required
You must be a team player with excellent analytical skills an eye for detail and have a commitment to providing outstanding advice.
You will be highly articulate and numerate with excellent communication skills and an ability to create rapport with a diverse range of clients.
A Level 4 Diploma is desired but previous experience in a similar role is essential.
Full support and excellent career progression opportunities.
Job Types: Full-time, Permanent
Pay: £30,000.00-£50,000.00 per year
Benefits:
- Company events
- Company pension
- Life insurance
- Private medical insurance
- Work from home
Schedule:
- Day shift
- Monday to Friday
- No weekends
