PA/Paraplanner

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Address/Location

SES Recruitment Consultants Ltd 1 Union Street, Newton Abbot,
TQ12 2JX
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Contact

01626 362172Please click here
PA/Paraplanner


Date added: 29/06/11 | Permanent | Full Time | Other | Newton Abbot | £18,000 - £23,000


Job Description:


Fantastic opportunity to join a well established practice of Independent Financial Advisors as Personal Assistant/Paraplanner.

You will provide assistance to the Adviser/Director where appropriate and be the link between the Adviser/Director, the Office and Clients. Key duties will include:
·         General typing
·         Updating data on the database
·         Dealing with client enquiries
·         Maintaining client files
·         Submitting/inputting application forms
·         Submitting/inputting switch requests
·         Valuations
·         Obtaining Illustrations
·         Filing
·         Working closely with the Adviser to provide Financial Planning solutions for new and existing clients
·         To consider client circumstances and assist in the planning of their financial future
·         To identify (in conjunction with the Adviser) weaknesses in a clients financial position and to consider solutions
·         To research solutions for clients and prepare all documentation for client meetings.
To be suitable for this role you will:
·         Have previous experience in a PA/Paraplanner role
·         May consider somebody who has worked as a Senior Administrator within Financial Services that has gained (or is in the process of gaining) the FPC qualification and looking to progress
·         Have extensive knowledge of the Financial Services industry and its products
·         Knowledge of 1st Software system would be an advantage however training will be provided.
This a full time, salaried position based in Newton Abbot
£18,000 - £23,000 dependent upon skills/industry experience.


Contact: Helen



 

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