Paraplanner, Pension Administration
£35,000 to £45,000 Per Annum
Our Client is a wealth management and pension firm who provide wealth and pensions management services to private clients. They are looking for a paraplanner to work closely with their clients to manage the annual reviews from their Sevenoaks office.
The role as a Paraplanner will provide extensive technical support combined with maintaining and developing relationships with clients. Key responsibilities include: deliver financial plans for clients, work closely with the admin team, mange client workflows, prepare and complete reports and undertake product-based research.
They are looking for a self-starter, able to work under own initiative with a proactive and flexible attitude to workflows. Educated to diploma Level 4 qualification, experience of working in a similar role in Financial Services as the work has complexity and will suit somebody who has seen a wide range of cases, technically strong, able to use technical financial planning tools and modelling software.
If you're interested in this Paraplanner role, click 'apply now' to forward an up-to-date copy of your CV.
This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include IFA, Advisers, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc