Paraplanner Assistant

Job Ref: 
EHX1805-70
Location: 
Liverpool City Centre
Salary: 
Competitive
Type: 
Contract

Due to continued success, a prestigious and well-established financial services company is looking to recruit a Paraplanner Assistant within their Paraplanner and Pension Specialists team. The successful candidate will provide administrative support to the Paraplanner team, and is a fantastic opportunity for someone who is looking for temporary work within the Financial Services Industry.

Key responsibilities for the Paraplanner Assistant:

  • Update client records upon receipt of a comprehensive Investment Planning Questionnaire (fact-find) completed by the Adviser
  • Assist in ensuring all client information is up to date
  • Liaise with Paraplanners and Advisers, where appropriate, to keep up to date of progress and any outstanding requirements
  • Assist with administration necessary to enable report recommendations to be actioned
  • Support Paraplanners with obtaining information as required from pension scheme providers
  • Organise, save and file records
  • Maintain service levels and undertake work within agreed timescales
  • General administrative duties e.g. scanning, photocopying, filing
  • Assist with other operational duties as required

Essential Requirements are:

  • Thorough approach to work, with good attention to detail
  • Able to demonstrate good organisational skills
  • Good written and verbal communication skills
  • Accurate and numerate
  • Be able to work to deadlines and have proven time management skills
  • Ability to work on own and as part of a team
  • Able to build rapport with others within WEALTH at work
  • Good working knowledge of Word, Excel, Outlook, etc 

This is a fantastic opportunity to join a leading financial services firm on a fixed-term basis. The Paraplanner Assistant must have a keen interest in financial services, coupled with a general understanding of pensions and investments. This position is ideal for an individual who has strong administration skills with a strong work ethic and an eagerness to learn

If you have all of the above requirements for the Paraplanner Assistant position, then please apply now using the link below.

 

Apply for this Position

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