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Financial Services Administrator / Paraplanner

Location: CHERTSEY, SURREY, UNITED KINGDOM Salary: 25,000-29,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 2 months ago Reference: X3-399071

Financial Services Administrator / Paraplanner

Chertsey

Up to £29,000 DOE

 

Reed are currently working with an established, successful Financial Adviser company who are seeking an experienced Financial Administrator / Paraplanner to join their team.

You will provide first-class administrative support service to the team, clients, and providers.

 

Key duties / Skills:

A minimum of two years’ experience within Financial Services

Writing out to Investment & pension providers and gathering policy information for paraplanners

Produce regular client portfolio reviews, technical and industry updates with relevant additional commentary to support the client proposition.

Liaise with the Adviser on a regular and structured basis to work on cases and provide updates.

Creating Servicing Packs for Adviser meetings and annual reviews

Producing Suitability Reports for clients together with completion and submission to Openwork

Liaise with clients ensuring the practice delivers service requirements in line with the Practice client proposition.           

Strong background in client and product administration

Knowledge of Investment platforms, their operation, and processes

Experience of Intelliflo and CRM systems

 

Please contact Tiana at Reed for more information

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