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Administrator / Paraplanner

Hays Specialist Recruitment Limited
Posted 2 days ago, valid for 22 days
Location

Northwich, Cheshire CW98UD, England

Salary

£35,000 - £42,000 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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  • An excellent opportunity has arisen for an experienced Client Support Administrator with paraplanning duties within a reputable IFA firm.
  • The role involves providing support to IFAs and clients, managing all aspects of administration for new and existing business, and assisting advisers with client meetings.
  • Candidates should have proven experience supporting financial advisers, a solid understanding of financial planning, and excellent communication skills.
  • The position offers a competitive salary along with a benefits package and opportunities for career development in a friendly and inclusive working environment.
  • A minimum of 3 years of experience in a similar role is required, with flexibility around working hours and hybrid options available.

Your new companyAn excellent opportunity has arisen within a highly reputable IFA firm for an experienced Client Support Administrator who can also undertake paraplanning duties. Good working environment, a very friendly and inclusive working culture, flexible working options.Your new roleProviding support to IFAs and their clients ensuring high standards of service. A varied role whereby you will be a key point of contact for clients, responsible for all aspects of administration for new and existing business, assisting the advisers to prepare for client meetings, liaising with product providers, utilising back office systems. You will also be involved with paraplanning duties to assist advisers to prepare best advice for clients, including product research, preparing and writing reports. This is an excellent opportunity for an experienced administrator seeking development and progression.What you'll need to succeedProven experience of supporting financial advisers, a good understanding of financial planning, particularly investments and pensions, excellent communication and organisational skills, strong attention to detail.What you'll get in returnIn addition to a competitive salary and benefits package, this is an excellent opportunity for career development with a very good firm. Option for hybrid and flexibility around working hours.What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

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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.