Paraplanner / Senior Administrator

Zoek Pin Harborne, Birmingham, England

£25000 - £28000/annum

Permanent (Full time)

Recently Posted

Paraplanner / Senior Administrator

Reference: BCR/KM/9183

Salary: £25,000 - £28,000

Location: Harborne

Sector: Financial Services

Type: Permanent

Bell Cornwall Recruitment are currently looking for a Paraplanner / Senior Administrator to join a small, well-established Financial Services firm based in Harborne. This is a Hybrid role which will involve elements of paraplanning, as well as technical administration support. Therefore, this opportunity would suit an individual that has had some experience with paraplanning but also enjoys administration.

Responsibilities:

Supporting the MD, Financial Planner and Practice Manager
Providing excellent technical administration support
Management of client review meeting process and client on boarding process
Proactively liaise with providers, clients, prospects
Supporting the case management process, liaising with the appropriate technical experts as required - Practice Manager, ParaplannersIdeal Candidate:

Financial Planning experience at a senior level is essential - Wealth Management / IFA environment

Strong technical knowledge of investments, pensions, protection and trusts
Flexible and positive attitude
Brilliant team player
Excellent communication and organisational skillsIf you think this Paraplanner / Senior Administrator role based in Harborne could suit you, please apply now!

Interested? Please click the 'APPLY' button now!

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment business. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

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