Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Technical Administrator / Trainee Paraplanner to form part of our clients Investment Advisory team, who are responsible for providing individual financial planning and investment advice to clients.
Candidates will be responsible for providing a technical administration service to paraplanners and advisors including providing valuations, processing new business, obtaining valuations and preparing new business quotations, preparing and maintaining client files, undertaking product research, preparing recommendations and constructing accurate reports.
Candidates need to have proven Administration experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards and have good planning and organisational skills.
In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, potentially into a Paraplanning / Advisory role, within this growing organisation.