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Paraplanner/ Senior Admin

Location: CHANDLERS FORD, HAMPSHIRE Salary: 25000 - 38000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 4 months ago Reference: 3054602
A excellent opportunity to join a Chartered Firm of IFAs in their office just outside Chandlers ford has arisen for a Paraplanner. 

My client has been around a long time so with this comes a large number of high net worth clients that are looked after in a professional manner, providing ethical Financial Advise.
Within their Hampshire office they have 12 members of staff, with another office on the South coast. 

Full support towards Diploma in Financial Planning, opportunity to potentially take on the advice of some clients over time.



Duties...
- Provide administrative support towards the firms financial planners
- Gain all information to carry out valuations and illustrations
- Conduct pension and investment valuations 
- Write professional and accurate suitability reports 
- Liaise with the client support team to ensure all client documentation is accurate and up to date
- Fact Finds

Skills...

- Back office system knowledge on First
- Excellent report writing skills
- Strong written and verbal communication skills
- Ability to work well in a team
- Withhold Level 4 Diploma in Financial Planning or be working towards



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