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Paraplanner / Administrator

Zoek Pin Glasgow City - This Area Only

£30000 - £35000/annum

Unspecified (Part time)

Posted 5 days ago

Paraplanner / Admin Support

20 – 25 hrs per week. - Salary – Up to £35k per annum (pro-rated).

Simply Recruit is pleased to be recruiting for a part-time Paraplanner for a well-established Pensions and Investments firm in Glasgow.

Due to continued growth, the paraplanner/administrator is required to support the Directors of the business as it continues to grow.

The successful candidate will help and support the Financial Advisors to provide excellent service to a mixed portfolio of clients. The paraplanner will help with report writing, client on boarding, policy research and assisting with the formulation of advice. They will also help to organise meetings with clients and follow up where required with client queries / 3rd party stakeholders and providers.

The successful person will ideally be:

* A paraplanner or someone who has worked in the financial advisory sector.

* An experienced administrator used to deal with clients and 3rd parties

* Organised

* Self-managed because they will be working from home

* Excellent written and verbal communication skills

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